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Midwest Trust’s Eli Lilly LLY Stock Holding History

Midwest 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 		$81.9M Buy
68,243
+3,104
+5% +$3.17M 0.93% 27
2026
Q1 		$59.9M Buy
65,139
+1,518
+2% +$1.54M 0.75% 38
2025
Q4 		$68.4M Buy
63,621
+13,464
+27% +$12.9M 0.85% 26
2025
Q3 		$38.3M Buy
50,157
+920
+2% +$685K 0.5% 51
2025
Q2 		$38.4M Buy
+49,237
New +$38.3M 0.53% 47

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 $3.38T AUM 44.17% 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

Midwest Trust's LLY Position: Q2 2026 in Review

Midwest Trust increased its Eli Lilly (LLY) stake by 4.8% in Q2 2026, buying an estimated $3.17M and bringing the position to 68,243 shares worth $81.9M. The position accounts for 0.93% of the portfolio, ranked #27.

Midwest Trust first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Midwest Trust held 68,243 shares of Eli Lilly worth $81.9M as of Q2 2026.
  • Midwest Trust bought 3,104 Eli Lilly shares in Q2 2026, an estimated $3.17M.
  • Eli Lilly made up 0.93% of Midwest Trust's portfolio in Q2 2026, its #27 holding.
  • Midwest Trust first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.