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First Western Trust Bank’s Eli Lilly LLY Stock Holding History

First Western Trust Bank’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
1,182
+3
+0.3% +$3.06K 0.07% 79
2026
Q1 		$1.08M Sell
1,179
-36
-3% -$36.5K 0.05% 83
2025
Q4 		$1.31M Buy
1,215
+22
+2% +$21K 0.06% 76
2025
Q3 		$910K Sell
1,193
-10
-0.8% -$7.44K 0.04% 91
2025
Q2 		$938K Sell
1,203
-198
-14% -$154K 0.04% 90
2025
Q1 		$1.16M Sell
1,401
-8
-0.6% -$6.66K 0.06% 77
2024
Q4 		$1.09M Sell
1,409
-25
-2% -$20.7K 0.05% 85
2024
Q3 		$1.27M Buy
1,434
+7
+0.5% +$6.29K 0.06% 81
2024
Q2 		$1.29M Sell
1,427
-53
-4% -$42.4K 0.06% 77
2024
Q1 		$1.15M Sell
1,480
-189
-11% -$135K 0.05% 81
2023
Q4 		$973K Buy
1,669
+93
+6% +$54.3K 0.05% 88
2023
Q3 		$847K Sell
1,576
-222
-12% -$114K 0.05% 92
2023
Q2 		$843K Sell
1,798
-243
-12% -$102K 0.04% 99
2023
Q1 		$701K Sell
2,041
-89
-4% -$30K 0.04% 110
2022
Q4 		$779K Sell
2,130
-141
-6% -$50K 0.04% 104
2022
Q3 		$734K Sell
2,271
-141
-6% -$44.7K 0.05% 97
2022
Q2 		$779K Sell
2,412
-48
-2% -$14.4K 0.05% 97
2022
Q1 		$713K Buy
+2,460
New +$633K 0.04% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Western Trust Bank's LLY Position: Q2 2026 in Review

First Western Trust Bank increased its Eli Lilly (LLY) stake by 0.25% in Q2 2026, buying an estimated $3.06K and bringing the position to 1,182 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #79.

First Western Trust Bank first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • First Western Trust Bank held 1,182 shares of Eli Lilly worth $1.42M as of Q2 2026.
  • First Western Trust Bank bought 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.07% of First Western Trust Bank's portfolio in Q2 2026, its #79 holding.
  • First Western Trust Bank first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.