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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
3,959
Value
$4.75M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of LLY by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,959$4.75M0.4%+668+20.3%AddedHolders
Q1 20263,291$3.03M0.3%+530+19.2%AddedHolders
Q4 20252,761$2.97M0.3%−330−10.7%ReducedHolders
Q3 20253,091$2.36M0.2%−83−2.6%ReducedHolders
Q2 20253,174$2.47M0.3%+151+5.0%AddedHolders
Q1 20253,023$2.50M0.3%+472+18.5%AddedHolders
Q4 20242,551$1.97M0.2%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20242,503$2.27M0.3%+91+3.8%AddedHolders
Q1 20242,412$1.88M0.3%−78−3.1%ReducedHolders
Q4 20232,490$1.45M0.2%+225+9.9%AddedHolders
Q3 20232,265$1.22M0.2%+537+31.1%AddedHolders
Q2 20231,728$810.4K0.1%+1,728NewHolders
Q1 20230$00.0%−2,099−100.0%Sold outHolders
Q4 20222,099$767.9K0.1%+498+31.1%AddedHolders
Q3 20221,601$518.0K0.1%−19−1.2%ReducedHolders
Q2 20221,620$525.0K0.1%+5+0.3%AddedHolders
Q1 20221,615$462.0K0.1%+14+0.9%AddedHolders
Q4 20211,601$442.0K0.1%00.0%UnchangedHolders
Q3 20211,601$370.0K0.1%−10−0.6%ReducedHolders
Q2 20211,611$369.0K0.1%+10+0.6%AddedHolders
Q1 20211,601$299.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.