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Texas Capital Bank Wealth Management Services’s Eli Lilly LLY Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$15.2M Sell
12,701
-701
-5% -$716K 0.82% 23
2026
Q1 		$12.3M Sell
13,402
-131
-1% -$133K 0.73% 28
2025
Q4 		$14.5M Buy
13,533
+1,264
+10% +$1.21M 0.84% 22
2025
Q3 		$9.36M Sell
12,269
-444
-3% -$330K 0.77% 31
2025
Q2 		$9.91M Sell
12,713
-278
-2% -$216K 0.93% 22
2025
Q1 		$10.7M Buy
12,991
+501
+4% +$417K 1.08% 16
2024
Q4 		$9.64M Sell
12,490
-563
-4% -$466K 0.99% 22
2024
Q3 		$11.6M Sell
13,053
-832
-6% -$748K 1.14% 15
2024
Q2 		$12.6M Buy
13,885
+1,958
+16% +$1.57M 1.31% 11
2024
Q1 		$9.28M Sell
11,927
-4,117
-26% -$2.93M 1.02% 18
2023
Q4 		$9.35M Sell
16,044
-814
-5% -$475K 1.11% 18
2023
Q3 		$9.06M Sell
16,858
-4,149
-20% -$2.14M 1.14% 17
2023
Q2 		$9.85M Sell
21,007
-189
-0.9% -$79.3K 1.06% 22
2023
Q1 		$7.28M Buy
21,196
+423
+2% +$143K 0.84% 42
2022
Q4 		$7.6M Buy
+20,773
New +$7.37M 0.93% 34
2022
Q2 		– Sell
-1,050
Closed -$301K – 165
2022
Q1 		$301K Buy
+1,050
New +$270K 0.03% 134

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

Texas Capital Bank Wealth Management Services's LLY Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Eli Lilly (LLY) stake by 5.2% in Q2 2026, selling an estimated $716K and leaving 12,701 shares worth $15.2M. The position accounts for 0.82% of the portfolio, ranked #23.

Texas Capital Bank Wealth Management Services first reported a position in LLY in Q1 2022 and has held it in 16 quarters since. 4,646 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 12,701 shares of Eli Lilly worth $15.2M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 701 Eli Lilly shares in Q2 2026, an estimated $716K.
  • Eli Lilly made up 0.82% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #23 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Eli Lilly in Q1 2022 and has held it in 16 quarters since.
  • 4,646 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.