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 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 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

Texas Capital Bank Wealth Management Services's LLY Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Eli Lilly (LLY) stake by 0.97% in Q1 2026, selling an estimated $133K and leaving 13,402 shares worth $12.3M. The position accounts for 0.73% of the portfolio, ranked #28.

Texas Capital Bank Wealth Management Services first reported a position in LLY in Q1 2022 and has held it in 15 quarters since. The position peaked at $14.5M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Texas Capital Bank Wealth Management Services held 13,402 shares of Eli Lilly worth $12.3M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 131 Eli Lilly shares in Q1 2026, an estimated $133K.
Eli Lilly made up 0.73% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #28 holding.
Texas Capital Bank Wealth Management Services first reported a position in Eli Lilly in Q1 2022 and has held it in 15 quarters since.
Texas Capital Bank Wealth Management Services's Eli Lilly position peaked at $14.5M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.