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Legacy Private Trust’s Eli Lilly LLY Stock Holding History

Legacy Private Trust’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 		$21.7M Buy
18,088
+3,721
+26% +$3.8M 1.2% 19
2026
Q1 		$13.2M Buy
14,367
+3,540
+33% +$3.59M 0.81% 21
2025
Q4 		$11.6M Sell
10,827
-377
-3% -$360K 0.68% 27
2025
Q3 		$8.55M Buy
11,204
+435
+4% +$324K 0.51% 44
2025
Q2 		$8.39M Buy
10,769
+512
+5% +$398K 0.54% 40
2025
Q1 		$8.47M Buy
10,257
+641
+7% +$533K 0.58% 37
2024
Q4 		$7.42M Buy
9,616
+904
+10% +$749K 0.49% 44
2024
Q3 		$7.72M Buy
8,712
+471
+6% +$423K 0.52% 41
2024
Q2 		$7.46M Sell
8,241
-3,621
-31% -$2.9M 0.53% 44
2024
Q1 		$9.23M Buy
11,862
+4,556
+62% +$3.24M 0.67% 33
2023
Q4 		$4.26M Sell
7,306
-11
-0.2% -$6.42K 0.34% 68
2023
Q3 		$3.93M Buy
7,317
+196
+3% +$101K 0.34% 71
2023
Q2 		$3.34M Sell
7,121
-12,271
-63% -$5.15M 0.28% 81
2023
Q1 		$6.66M Buy
19,392
+13,772
+245% +$4.64M 0.57% 43
2022
Q4 		$2.06M Buy
5,620
+620
+12% +$220K 0.19% 104
2022
Q3 		$1.62M Buy
5,000
+635
+15% +$201K 0.15% 105
2022
Q2 		$1.42M Hold
4,365
– – 0.13% 117
2022
Q1 		$1.25M Buy
4,365
+80
+2% +$20.6K 0.1% 139
2021
Q4 		$1.18M Buy
4,285
+200
+5% +$50.7K 0.09% 140
2021
Q3 		$944K Sell
4,085
-3,757
-48% -$927K 0.08% 145
2021
Q2 		$1.8M Sell
7,842
-328
-4% -$65.9K 0.15% 113
2021
Q1 		$1.53M Sell
8,170
-239
-3% -$46.8K 0.14% 124
2020
Q4 		$1.42M Sell
8,409
-195
-2% -$29.1K 0.13% 114
2020
Q3 		$1.27M Sell
8,604
-60
-0.7% -$9.29K 0.13% 112
2020
Q2 		$1.42M Sell
8,664
-385
-4% -$59.1K 0.16% 108
2020
Q1 		$1.25M Sell
9,049
-200
-2% -$27.5K 0.16% 106
2019
Q4 		$1.22M Buy
9,249
+235
+3% +$27.2K 0.13% 128
2019
Q3 		$1.01M Sell
9,014
-500
-5% -$55.7K 0.11% 134
2019
Q2 		$1.05M Sell
9,514
-595
-6% -$70.1K 0.12% 132
2019
Q1 		$1.31M Sell
10,109
-216
-2% -$26.3K 0.16% 124
2018
Q4 		$1.2M Sell
10,325
-40
-0.4% -$4.47K 0.15% 121
2018
Q3 		$1.11M Buy
10,365
+508
+5% +$50.8K 0.13% 127
2018
Q2 		$841K Buy
9,857
+1,510
+18% +$124K 0.1% 145
2018
Q1 		$646K Buy
8,347
+3,485
+72% +$281K 0.08% 162
2017
Q4 		$411K Buy
4,862
+510
+12% +$43.4K 0.05% 175
2017
Q3 		$372K Sell
4,352
-440
-9% -$36.1K 0.05% 184
2017
Q2 		$394K Sell
4,792
-250
-5% -$20.4K 0.05% 180
2017
Q1 		$424K Sell
5,042
-335
-6% -$26.8K 0.05% 184
2016
Q4 		$395K Sell
5,377
-1,885
-26% -$140K 0.05% 191
2016
Q3 		$583K Sell
7,262
-1,600
-18% -$128K 0.08% 169
2016
Q2 		$698K Sell
8,862
-3,220
-27% -$242K 0.1% 152
2016
Q1 		$870K Sell
12,082
-2,460
-17% -$186K 0.13% 144
2015
Q4 		$1.23M Buy
14,542
+1,334
+10% +$111K 0.19% 120
2015
Q3 		$1.1M Buy
13,208
+5,206
+65% +$440K 0.17% 128
2015
Q2 		$668K Sell
8,002
-100
-1% -$7.62K 0.1% 168
2015
Q1 		$589K Buy
8,102
+1,150
+17% +$81.9K 0.09% 178
2014
Q4 		$480K Sell
6,952
-20
-0.3% -$1.35K 0.07% 193
2014
Q3 		$452K Buy
6,972
+340
+5% +$21.5K 0.07% 186
2014
Q2 		$412K Buy
6,632
+30
+0.5% +$1.79K 0.06% 194
2014
Q1 		$389K Buy
6,602
+270
+4% +$15.1K 0.07% 155
2013
Q4 		$323K Hold
6,332
– – 0.06% 167
2013
Q3 		$319K Sell
6,332
-50
-0.8% -$2.62K 0.07% 152
2013
Q2 		$313K Buy
+6,382
New +$347K 0.07% 147

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Private Trust's LLY Position: Q2 2026 in Review

Legacy Private Trust increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $3.8M and bringing the position to 18,088 shares worth $21.7M. The position accounts for 1.2% of the portfolio, ranked #19.

Legacy Private Trust first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Private Trust held 18,088 shares of Eli Lilly worth $21.7M as of Q2 2026.
  • Legacy Private Trust bought 3,721 Eli Lilly shares in Q2 2026, an estimated $3.8M.
  • Eli Lilly made up 1.2% of Legacy Private Trust's portfolio in Q2 2026, its #19 holding.
  • Legacy Private Trust first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.