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Union Savings Bank’s Eli Lilly LLY Stock Holding History

Union Savings 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 		$1.77M Sell
1,477
-156
-10% -$159K 0.71% 23
2026
Q1 		$1.5M Sell
1,633
-17
-1% -$17.2K 0.66% 25
2025
Q4 		$1.77M Buy
+1,650
New +$1.58M 0.77% 22
2025
Q2 		$1.13M Sell
1,531
-392
-20% -$305K 0.52% 36
2025
Q1 		$1.59M Sell
1,923
-45
-2% -$37.4K 0.78% 24
2024
Q4 		$1.52M Sell
1,968
-30
-2% -$24.8K 0.75% 25
2024
Q3 		$1.77M Buy
1,998
+235
+13% +$211K 0.87% 21
2024
Q2 		$1.6M Sell
1,763
-590
-25% -$472K 0.84% 20
2024
Q1 		$1.83M Sell
2,353
-197
-8% -$140K 0.96% 19
2023
Q4 		$1.49M Sell
2,550
-310
-11% -$181K 0.84% 25
2023
Q3 		$1.54M Sell
2,860
-25
-0.9% -$12.9K 0.96% 22
2023
Q2 		$1.31M Buy
+2,885
New +$1.21M 0.78% 29

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Union Savings Bank's LLY Position: Q2 2026 in Review

Union Savings Bank reduced its Eli Lilly (LLY) stake by 9.6% in Q2 2026, selling an estimated $159K and leaving 1,477 shares worth $1.77M. The position accounts for 0.71% of the portfolio, ranked #23.

Union Savings Bank first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q1 2024. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Union Savings Bank held 1,477 shares of Eli Lilly worth $1.77M as of Q2 2026.
  • Union Savings Bank sold 156 Eli Lilly shares in Q2 2026, an estimated $159K.
  • Eli Lilly made up 0.71% of Union Savings Bank's portfolio in Q2 2026, its #23 holding.
  • Union Savings Bank first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's Eli Lilly position peaked at $1.83M in Q1 2024.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.