WhitTier Trust Company’s Eli Lilly LLY Stock Holding History

WhitTier Trust Company’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	$45.6M	Buy	49,186 +2,582	+6%	+$2.62M	0.94%	19
2025 Q4	$49.6M	Sell	46,604 -836	-2%	-$799K	1.03%	18
2025 Q3	$39.8M	Buy	47,440 +2,524	+6%	+$1.88M	0.85%	21
2025 Q2	$35M	Buy	44,916 +5,703	+15%	+$4.43M	0.79%	23
2025 Q1	$32.4M	Buy	39,213 +1,485	+4%	+$1.24M	0.82%	20
2024 Q4	$29.1M	Buy	37,728 +6,137	+19%	+$5.08M	0.72%	28
2024 Q3	$28M	Buy	31,591 +2,164	+7%	+$1.95M	0.72%	27
2024 Q2	$26.6M	Buy	29,427 +9,682	+49%	+$7.74M	0.74%	27
2024 Q1	$15.4M	Buy	19,745 +12,004	+155%	+$8.54M	0.44%	51
2023 Q4	$4.51M	Buy	7,741 +33	+0.4%	+$19.3K	0.14%	145
2023 Q3	$4.14M	Sell	7,708 -15	-0.2%	-$7.73K	0.15%	140
2023 Q2	$3.62M	Buy	7,723 +843	+12%	+$354K	0.12%	156
2023 Q1	$2.36M	Buy	6,880 +172	+3%	+$58K	0.09%	187
2022 Q4	$2.45M	Sell	6,708 -433	-6%	-$154K	0.1%	176
2022 Q3	$2.31M	Buy	7,141 +803	+13%	+$254K	0.1%	183
2022 Q2	$2.06M	Buy	6,338 +487	+8%	+$146K	0.08%	192
2022 Q1	$1.68M	Buy	5,851 +188	+3%	+$48.4K	0.06%	231
2021 Q4	$1.56M	Buy	5,663 +80	+1%	+$20.3K	0.06%	230
2021 Q3	$1.29M	Buy	5,583 +51	+0.9%	+$12.6K	0.05%	240
2021 Q2	$1.27M	Buy	5,532 +472	+9%	+$94.8K	0.05%	241
2021 Q1	$945K	Hold	5,060	–	–	0.04%	264
2020 Q4	$854K	Buy	5,060 +135	+3%	+$20.2K	0.04%	256
2020 Q3	$729K	Hold	4,925	–	–	0.04%	257
2020 Q2	$809K	Hold	4,925	–	–	0.05%	239
2020 Q1	$683K	Hold	4,925	–	–	0.05%	230
2019 Q4	$647K	Sell	4,925 -4,489	-48%	-$520K	0.04%	273
2019 Q3	$1.05M	Buy	9,414 +650	+7%	+$72.4K	0.07%	199
2019 Q2	$971K	Sell	8,764 -100	-1%	-$11.8K	0.07%	201
2019 Q1	$1.15M	Hold	8,864	–	–	0.08%	181
2018 Q4	$1.02M	Buy	8,864 +619	+8%	+$69.1K	0.08%	181
2018 Q3	$884K	Hold	8,245	–	–	0.06%	199
2018 Q2	$703K	Buy	8,245 +51	+0.6%	+$4.19K	0.06%	225
2018 Q1	$634K	Sell	8,194 -98	-1%	-$7.89K	0.05%	238
2017 Q4	$700K	Sell	8,292 -500	-6%	-$42.5K	0.06%	224
2017 Q3	$752K	Sell	8,792 -181	-2%	-$14.8K	0.07%	218
2017 Q2	$738K	Hold	8,973	–	–	0.07%	216
2017 Q1	$755K	Sell	8,973 -7,000	-44%	-$561K	0.08%	212
2016 Q4	$1.18M	Sell	15,973 -242	-1%	-$18K	0.12%	156
2016 Q3	$1.3M	Sell	16,215 -4	-0%	-$320	0.15%	146
2016 Q2	$1.28M	Buy	16,219 +180	+1%	+$13.6K	0.15%	148
2016 Q1	$1.16M	Buy	16,039 +759	+5%	+$57.4K	0.14%	155
2015 Q4	$1.29M	Buy	15,280 +1,050	+7%	+$87.1K	0.15%	148
2015 Q3	$1.19M	Hold	14,230	–	–	0.15%	148
2015 Q2	$1.19M	Sell	14,230 -550	-4%	-$41.9K	0.13%	158
2015 Q1	$1.07M	Sell	14,780 -200	-1%	-$14.2K	0.12%	179
2014 Q4	$1.03M	Hold	14,980	–	–	0.12%	178
2014 Q3	$972K	Hold	14,980	–	–	0.11%	177
2014 Q2	$931K	Hold	14,980	–	–	0.1%	186
2014 Q1	$882K	Sell	14,980 -300	-2%	-$16.7K	0.1%	185
2013 Q4	$779K	Hold	15,280	–	–	0.09%	183
2013 Q3	$769K	Hold	15,280	–	–	0.1%	176
2013 Q2	$750K	Buy	+15,280	New	+$831K	0.11%	173

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

WhitTier Trust Company's LLY Position: Q1 2026 in Review

WhitTier Trust Company increased its Eli Lilly (LLY) stake by 5.5% in Q1 2026, buying an estimated $2.62M and bringing the position to 49,186 shares worth $45.6M. The position accounts for 0.94% of the portfolio, ranked #19.

WhitTier Trust Company first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.6M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

WhitTier Trust Company held 49,186 shares of Eli Lilly worth $45.6M as of Q1 2026.
WhitTier Trust Company bought 2,582 Eli Lilly shares in Q1 2026, an estimated $2.62M.
Eli Lilly made up 0.94% of WhitTier Trust Company's portfolio in Q1 2026, its #19 holding.
WhitTier Trust Company first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's Eli Lilly position peaked at $49.6M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.