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Southern Michigan Bank & Trust’s Eli Lilly LLY Stock Holding History

Southern Michigan Bank & 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 		$768K Sell
640
-292
-31% -$298K 0.27% 39
2026
Q1 		$857K Buy
+932
New +$945K 0.33% 33

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

Southern Michigan Bank & Trust's LLY Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Eli Lilly (LLY) stake by 31% in Q2 2026, selling an estimated $298K and leaving 640 shares worth $768K. The position accounts for 0.27% of the portfolio, ranked #39.

Southern Michigan Bank & Trust first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $857K in Q1 2026. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Southern Michigan Bank & Trust held 640 shares of Eli Lilly worth $768K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 292 Eli Lilly shares in Q2 2026, an estimated $298K.
  • Eli Lilly made up 0.27% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #39 holding.
  • Southern Michigan Bank & Trust first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Eli Lilly position peaked at $857K in Q1 2026.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.