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Omnitrust Wealth Management’s Eli Lilly LLY Stock Holding History

Omnitrust Wealth Management’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 		$289K Sell
314
-4
-1% -$4.05K 0.37% 41
2025
Q4 		$342K Buy
+318
New +$304K 0.43% 37
2025
Q2 		$266K Buy
+222
New +$173K 0.31% 51

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Omnitrust Wealth Management's LLY Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $4.05K and leaving 314 shares worth $289K. The position accounts for 0.37% of the portfolio, ranked #41.

Omnitrust Wealth Management first reported a position in LLY in Q2 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 4,379 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Omnitrust Wealth Management held 314 shares of Eli Lilly worth $289K as of Q1 2026.
  • Omnitrust Wealth Management sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
  • Eli Lilly made up 0.37% of Omnitrust Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Omnitrust Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Eli Lilly position peaked at $342K in Q4 2025.
  • 4,379 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.