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West Branch Capital’s Eli Lilly LLY Stock Holding History

West Branch Capital’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 		$10.4M Buy
8,703
+178
+2% +$182K 2.43% 10
2026
Q1 		$7.84M Buy
8,525
+33
+0.4% +$33.5K 2.1% 13
2025
Q4 		$9.13M Buy
8,492
+94
+1% +$89.9K 2.35% 11
2025
Q3 		$6.41M Buy
8,398
+165
+2% +$123K 1.68% 16
2025
Q2 		$6.42M Buy
8,233
+2,498
+44% +$1.94M 1.9% 15
2025
Q1 		$4.74M Buy
5,735
+611
+12% +$508K 1.58% 19
2024
Q4 		$3.96M Buy
5,124
+612
+14% +$507K 1.26% 19
2024
Q3 		$4M Buy
4,512
+182
+4% +$164K 1.38% 19
2024
Q2 		$3.92M Buy
4,330
+105
+2% +$84K 1.46% 17
2024
Q1 		$3.29M Buy
4,225
+632
+18% +$450K 1.33% 18
2023
Q4 		$2.09M Buy
3,593
+492
+16% +$287K 0.98% 25
2023
Q3 		$1.67M Buy
3,101
+46
+2% +$23.7K 0.87% 27
2023
Q2 		$1.43M Buy
3,055
+186
+6% +$78K 0.71% 31
2023
Q1 		$985K Sell
2,869
-21
-0.7% -$7.08K 0.55% 38
2022
Q4 		$1.06M Buy
2,890
+1
+0% +$355 0.65% 36
2022
Q3 		$934K Buy
2,889
+45
+2% +$14.3K 0.58% 39
2022
Q2 		$922K Sell
2,844
-1
-0% -$300 0.53% 43
2022
Q1 		$815K Sell
2,845
-213
-7% -$54.8K 0.39% 48
2021
Q4 		$845K Buy
3,058
+548
+22% +$139K 0.36% 49
2021
Q3 		$580K Buy
2,510
+188
+8% +$46.4K 0.28% 53
2021
Q2 		$533K Buy
2,322
+832
+56% +$167K 0.26% 54
2021
Q1 		$278K Buy
+1,490
New +$291K 0.16% 71
2020
Q4 		– Sell
-4,437
Closed -$657K – 91
2020
Q3 		$657K Buy
4,437
+333
+8% +$51.5K 0.42% 51
2020
Q2 		$674K Buy
+4,104
New +$630K 0.47% 51

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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

West Branch Capital's LLY Position: Q2 2026 in Review

West Branch Capital increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $182K and bringing the position to 8,703 shares worth $10.4M. The position accounts for 2.43% of the portfolio, ranked #10.

West Branch Capital first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 2,133 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • West Branch Capital held 8,703 shares of Eli Lilly worth $10.4M as of Q2 2026.
  • West Branch Capital bought 178 Eli Lilly shares in Q2 2026, an estimated $182K.
  • Eli Lilly made up 2.43% of West Branch Capital's portfolio in Q2 2026, its #10 holding.
  • West Branch Capital first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • 2,133 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.