Western Financial Corp
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Western Financial Corp’s Eli Lilly LLY Stock Holding History

Western Financial Corp’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
Q3 		$2.34M Buy
2,020
+1,507
+294% +$1.78M 0.78% 31
2026
Q2 		$615K Sell
513
-3,656
-88% -$3.74M 0.18% 90
2026
Q1 		$3.83M Buy
4,169
+1,023
+33% +$1.04M 1.5% 14
2025
Q4 		$3.38M Buy
+3,146
New +$3.01M 1.34% 15
2025
Q3 		– Sell
-311
Closed -$242K – 126
2025
Q2 		$242K Sell
311
-1,072
-78% -$833K 0.13% 115
2025
Q1 		$1.14M Sell
1,383
-916
-40% -$762K 0.66% 39
2024
Q4 		$1.77M Sell
2,299
-1,610
-41% -$1.33M 0.98% 24
2024
Q3 		$3.46M Buy
3,909
+34
+0.9% +$30.6K 1.97% 6
2024
Q2 		$3.51M Sell
3,875
-87
-2% -$69.6K 2.12% 6
2024
Q1 		$3.08M Buy
3,962
+1,274
+47% +$907K 1.89% 7
2023
Q4 		$1.57M Sell
2,688
-92
-3% -$53.7K 1.05% 14
2023
Q3 		$1.49M Sell
2,780
-345
-11% -$178K 1.09% 11
2023
Q2 		$1.47M Sell
3,125
-592
-16% -$248K 1% 13
2023
Q1 		$1.28M Buy
3,717
+231
+7% +$77.9K 0.91% 19
2022
Q4 		$1.28M Buy
3,486
+180
+5% +$63.8K 0.83% 18
2022
Q3 		$1.07M Buy
3,306
+285
+9% +$90.3K 0.75% 24
2022
Q2 		$979K Buy
+3,021
New +$907K 0.7% 27

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Western Financial Corp's LLY Position: Q3 2026 in Review

Western Financial Corp increased its Eli Lilly (LLY) stake by 294% in Q3 2026, buying an estimated $1.78M and bringing the position to 2,020 shares worth $2.34M. The position accounts for 0.78% of the portfolio, ranked #31.

Western Financial Corp first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.83M in Q1 2026. 3,780 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Western Financial Corp held 2,020 shares of Eli Lilly worth $2.34M as of Q3 2026.
  • Western Financial Corp bought 1,507 Eli Lilly shares in Q3 2026, an estimated $1.78M.
  • Eli Lilly made up 0.78% of Western Financial Corp's portfolio in Q3 2026, its #31 holding.
  • Western Financial Corp first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • Western Financial Corp's Eli Lilly position peaked at $3.83M in Q1 2026.
  • 3,780 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.