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MidWestOne Financial Group’s Eli Lilly LLY Stock Holding History

MidWestOne Financial Group’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
Q4 		$6.89M Buy
6,414
+61
+1% +$58.3K 0.77% 18
2025
Q3 		$4.85M Sell
6,353
-52
-0.8% -$38.7K 0.59% 32
2025
Q2 		$4.99M Buy
6,405
+85
+1% +$66.1K 0.65% 24
2025
Q1 		$5.22M Sell
6,320
-27
-0.4% -$22.5K 0.74% 18
2024
Q4 		$4.9M Hold
6,347
– – 0.69% 18
2024
Q3 		$5.62M Sell
6,347
-1
-0% -$899 0.78% 15
2024
Q2 		$5.75M Buy
6,348
+36
+0.6% +$28.8K 1.04% 11
2024
Q1 		$4.91M Buy
6,312
+7
+0.1% +$4.98K 0.88% 12
2023
Q4 		$3.68M Hold
6,305
– – 0.7% 22
2023
Q3 		$3.39M Hold
6,305
– – 0.77% 20
2023
Q2 		$2.96M Sell
6,305
-2,000
-24% -$839K 0.64% 29
2023
Q1 		$2.85M Buy
8,305
+2,656
+47% +$896K 0.64% 23
2022
Q4 		$2.07M Sell
5,649
-2,656
-32% -$942K 0.46% 42
2022
Q3 		$2.69M Buy
8,305
+1,600
+24% +$507K 0.68% 18
2022
Q2 		$2.17M Buy
6,705
+2,656
+66% +$797K 0.54% 34
2022
Q1 		$1.16M Hold
4,049
– – 0.25% 95
2021
Q4 		$1.12M Hold
4,049
– – 0.23% 109
2021
Q3 		$936K Buy
4,049
+70
+2% +$17.3K 0.22% 108
2021
Q2 		$913K Buy
3,979
+104
+3% +$20.9K 0.22% 113
2021
Q1 		$724K Hold
3,875
– – 0.18% 122
2020
Q4 		$654K Hold
3,875
– – 0.18% 130
2020
Q3 		$574K Sell
3,875
-425
-10% -$65.8K 0.19% 134
2020
Q2 		$706K Sell
4,300
-1,100
-20% -$169K 0.29% 65
2020
Q1 		$749K Hold
5,400
– – 0.28% 87
2019
Q4 		$709K Sell
5,400
-15
-0.3% -$1.74K 0.15% 113
2019
Q3 		$605K Hold
5,415
– – 0.19% 119
2019
Q2 		$600K Buy
+5,415
New +$638K 0.16% 146

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MidWestOne Financial Group's LLY Position: Q4 2025 in Review

MidWestOne Financial Group increased its Eli Lilly (LLY) stake by 0.96% in Q4 2025, buying an estimated $58.3K and bringing the position to 6,414 shares worth $6.89M. The position accounts for 0.77% of the portfolio, ranked #18.

MidWestOne Financial Group first reported a position in LLY in Q2 2019 and has held it in 27 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • MidWestOne Financial Group held 6,414 shares of Eli Lilly worth $6.89M as of Q4 2025.
  • MidWestOne Financial Group bought 61 Eli Lilly shares in Q4 2025, an estimated $58.3K.
  • Eli Lilly made up 0.77% of MidWestOne Financial Group's portfolio in Q4 2025, its #18 holding.
  • MidWestOne Financial Group first reported a position in Eli Lilly in Q2 2019 and has held it in 27 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.