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Umpqua Bank’s Eli Lilly LLY Stock Holding History

Umpqua Bank’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 		$4.31M Sell
3,594
-1,142
-24% -$1.17M 0.97% 22
2026
Q1 		$4.36M Sell
4,736
-98
-2% -$99.4K 1.24% 19
2025
Q4 		$5.2M Sell
4,834
-379
-7% -$362K 1.44% 14
2025
Q3 		$4.31M Buy
5,213
+274
+6% +$204K 1.2% 16
2025
Q2 		$3.84M Buy
4,939
+253
+5% +$197K 1.17% 16
2025
Q1 		$3.87M Buy
4,686
+308
+7% +$256K 1.34% 14
2024
Q4 		$3.26M Buy
4,378
+2,873
+191% +$2.38M 1.13% 19
2024
Q3 		$1.33M Buy
1,505
+739
+96% +$664K 0.49% 61
2024
Q2 		$694K Sell
766
-15
-2% -$12K 0.27% 81
2024
Q1 		$608K Buy
+781
New +$556K 0.25% 94

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Umpqua Bank's LLY Position: Q2 2026 in Review

Umpqua Bank reduced its Eli Lilly (LLY) stake by 24% in Q2 2026, selling an estimated $1.17M and leaving 3,594 shares worth $4.31M. The position accounts for 0.97% of the portfolio, ranked #22.

Umpqua Bank first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.2M in Q4 2025. 4,544 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Umpqua Bank held 3,594 shares of Eli Lilly worth $4.31M as of Q2 2026.
  • Umpqua Bank sold 1,142 Eli Lilly shares in Q2 2026, an estimated $1.17M.
  • Eli Lilly made up 0.97% of Umpqua Bank's portfolio in Q2 2026, its #22 holding.
  • Umpqua Bank first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Eli Lilly position peaked at $5.2M in Q4 2025.
  • 4,544 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.