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Legacy Trust’s Eli Lilly LLY Stock Holding History

Legacy 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
Q1 		$2.31M Buy
2,510
+196
+8% +$199K 0.44% 55
2025
Q4 		$2.49M Buy
2,314
+70
+3% +$66.9K 0.47% 51
2025
Q3 		$1.71M Buy
2,244
+1,220
+119% +$908K 0.34% 59
2025
Q2 		$798K Sell
1,024
-133
-11% -$103K 0.2% 83
2025
Q1 		$956K Buy
1,157
+19
+2% +$15.8K 0.23% 76
2024
Q4 		$879K Sell
1,138
-219
-16% -$181K 0.2% 76
2024
Q3 		$1.2M Buy
1,357
+138
+11% +$124K 0.28% 71
2024
Q2 		$1.1M Buy
1,219
+33
+3% +$26.4K 0.27% 70
2024
Q1 		$923K Sell
1,186
-30
-2% -$21.4K 0.23% 76
2023
Q4 		$709K Buy
1,216
+105
+9% +$61.3K 0.18% 84
2023
Q3 		$597K Sell
1,111
-15
-1% -$7.73K 0.17% 90
2023
Q2 		$528K Sell
1,126
-19
-2% -$7.97K 0.15% 99
2023
Q1 		$393K Sell
1,145
-25
-2% -$8.43K 0.12% 110
2022
Q4 		$428K Buy
+1,170
New +$415K 0.13% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Trust's LLY Position: Q1 2026 in Review

Legacy Trust increased its Eli Lilly (LLY) stake by 8.5% in Q1 2026, buying an estimated $199K and bringing the position to 2,510 shares worth $2.31M. The position accounts for 0.44% of the portfolio, ranked #55.

Legacy Trust first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Legacy Trust held 2,510 shares of Eli Lilly worth $2.31M as of Q1 2026.
  • Legacy Trust bought 196 Eli Lilly shares in Q1 2026, an estimated $199K.
  • Eli Lilly made up 0.44% of Legacy Trust's portfolio in Q1 2026, its #55 holding.
  • Legacy Trust first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Eli Lilly position peaked at $2.49M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.