Mechanics Financial Corp’s Eli Lilly LLY Stock Holding History

Mechanics Financial Corp’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	$2.44M	Buy	2,648 +21	+0.8%	+$21.3K	1.02%	21
2025 Q4	$2.82M	Buy	2,627 +28	+1%	+$26.8K	1.04%	18
2025 Q3	$1.98M	Buy	2,599 +1,086	+72%	+$808K	0.75%	29
2025 Q2	$1.18M	Hold	1,513	–	–	0.5%	44
2025 Q1	$1.25M	Sell	1,513 -35	-2%	-$29.1K	0.57%	39
2024 Q4	$1.2M	Sell	1,548 -1,006	-39%	-$833K	0.54%	40
2024 Q3	$2.26M	Buy	2,554 +848	+50%	+$762K	0.99%	21
2024 Q2	$1.54M	Sell	1,706 -100	-6%	-$80K	0.79%	30
2024 Q1	$1.4M	Sell	1,806 -106	-6%	-$75.4K	0.73%	31
2023 Q4	$1.11M	Sell	1,912 -150	-7%	-$87.6K	0.63%	34
2023 Q3	$1.11M	Sell	2,062 -150	-7%	-$77.3K	0.61%	34
2023 Q2	$1.04M	Buy	2,212 +912	+70%	+$382K	0.56%	37
2023 Q1	$446K	Hold	1,300	–	–	0.26%	68
2022 Q4	$476K	Hold	1,300	–	–	0.28%	67
2022 Q3	$420K	Hold	1,300	–	–	0.27%	68
2022 Q2	$421K	Hold	1,300	–	–	0.25%	69
2022 Q1	$372K	Hold	1,300	–	–	0.19%	84
2021 Q4	$359K	Buy	+1,300	New	+$330K	0.17%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mechanics Financial Corp's LLY Position: Q1 2026 in Review

Mechanics Financial Corp increased its Eli Lilly (LLY) stake by 0.8% in Q1 2026, buying an estimated $21.3K and bringing the position to 2,648 shares worth $2.44M. The position accounts for 1.02% of the portfolio, ranked #21.

Mechanics Financial Corp first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mechanics Financial Corp held 2,648 shares of Eli Lilly worth $2.44M as of Q1 2026.
Mechanics Financial Corp bought 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
Eli Lilly made up 1.02% of Mechanics Financial Corp's portfolio in Q1 2026, its #21 holding.
Mechanics Financial Corp first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Eli Lilly position peaked at $2.82M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.