Sanibel Captiva Trust Company’s Eli Lilly LLY Stock Holding History

Sanibel Captiva Trust Company’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	$33.5M	Buy	36,471 +2,749	+8%	+$2.79M	0.94%	29
2025 Q4	$36.2M	Buy	33,722 +3,566	+12%	+$3.41M	1%	24
2025 Q3	$23M	Buy	30,156 +2,589	+9%	+$1.93M	0.66%	39
2025 Q2	$21.5M	Buy	27,567 +841	+3%	+$654K	0.66%	38
2025 Q1	$22.1M	Buy	26,726 +2,561	+11%	+$2.13M	0.72%	37
2024 Q4	$18.7M	Buy	24,165 +4,065	+20%	+$3.37M	0.6%	43
2024 Q3	$17.8M	Sell	20,100 -166	-0.8%	-$149K	0.57%	48
2024 Q2	$18.3M	Buy	20,266 +54	+0.3%	+$43.2K	0.63%	44
2024 Q1	$15.7M	Sell	20,212 -42	-0.2%	-$29.9K	0.54%	53
2023 Q4	$11.8M	Buy	+20,254	New	+$11.8M	0.44%	62

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Sanibel Captiva Trust Company's LLY Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Eli Lilly (LLY) stake by 8.2% in Q1 2026, buying an estimated $2.79M and bringing the position to 36,471 shares worth $33.5M. The position accounts for 0.94% of the portfolio, ranked #29.

Sanibel Captiva Trust Company first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.2M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sanibel Captiva Trust Company held 36,471 shares of Eli Lilly worth $33.5M as of Q1 2026.
Sanibel Captiva Trust Company bought 2,749 Eli Lilly shares in Q1 2026, an estimated $2.79M.
Eli Lilly made up 0.94% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #29 holding.
Sanibel Captiva Trust Company first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Eli Lilly position peaked at $36.2M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.