Midwest Heritage Bank’s Eli Lilly LLY Stock Holding History

Midwest Heritage 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
2025 Q2	–	Sell	-601	Closed	-$496K	–	61
2025 Q1	$496K	Hold	601	–	–	0.2%	32
2024 Q4	$464K	Hold	601	–	–	0.22%	33
2024 Q3	$532K	Hold	601	–	–	0.25%	32
2024 Q2	$544K	Hold	601	–	–	0.28%	31
2024 Q1	$468K	Hold	601	–	–	0.25%	34
2023 Q4	$350K	Sell	601 -100	-14%	-$58.4K	0.24%	36
2023 Q3	$377K	Sell	701 -125	-15%	-$64.4K	0.28%	34
2023 Q2	$387K	Hold	826	–	–	0.29%	35
2023 Q1	$284K	Hold	826	–	–	0.23%	43
2022 Q4	$302K	Hold	826	–	–	0.29%	49
2022 Q3	$267K	Hold	826	–	–	0.28%	52
2022 Q2	$268K	Hold	826	–	–	0.24%	54
2022 Q1	$237K	Buy	+826	New	+$213K	0.19%	55

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Midwest Heritage Bank's LLY Position: Q2 2025 in Review

Midwest Heritage Bank sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 601 shares — an estimated $496K sold.

Midwest Heritage Bank first reported a position in LLY in Q1 2022 and held it in 13 quarters. The position peaked at $544K in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

Midwest Heritage Bank reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
Midwest Heritage Bank sold 601 Eli Lilly shares in Q2 2025, an estimated $496K.
Midwest Heritage Bank first reported a position in Eli Lilly in Q1 2022 and held it in 13 quarters.
Midwest Heritage Bank's Eli Lilly position peaked at $544K in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Midwest Heritage Bank's 13F filing for Q2 2025, filed 16 Jul 2025.