SEC 13F Intelligence

Florida Trust Wealth Management Co / LLY

Florida Trust Wealth Management Co’s Eli Lilly & Co Position

Does Florida Trust Wealth Management Co own Eli Lilly & Co (LLY)? Yes — 36.5K shares worth $34M (+0.94% of its 13F portfolio) as of Q1 2026, up from 33.7K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
36.5K
% of Portfolio
+0.94%
Quarters Held
10
currently held

Position History LLY

Reported value by quarter
Q4 ’23: $12MQ4 ’23Q1 ’24: $16MQ2 ’24: $18MQ2 ’24Q3 ’24: $18MQ4 ’24: $19MQ4 ’24Q1 ’25: $22MQ2 ’25: $21MQ2 ’25Q3 ’25: $23MQ4 ’25: $36MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.5K$34M+0.94%
Q4 202533.7K$36M+1.00%
Q3 202530.2K$23M+0.66%
Q2 202527.6K$21M+0.66%
Q1 202526.7K$22M+0.72%
Q4 202424.2K$19M+0.60%
Q3 202420.1K$18M+0.57%
Q2 202420.3K$18M+0.63%
Q1 202420.2K$16M+0.54%
Q4 202320.3K$12M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of LLY.