SEC 13F Intelligence

West Branch Capital LLC / LLY

West Branch Capital LLC’s Eli Lilly & Co Position

Does West Branch Capital LLC own Eli Lilly & Co (LLY)? Yes8.7K shares worth $10M (+2.43% of its 13F portfolio) as of Q2 2026, up from 8.5K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
8.7K
% of Portfolio
+2.43%
Quarters Held
24
currently held

Position History LLY

Reported value by quarter
Q2 ’20: $674,000Q2 ’20Q3 ’20: $657,000Q1 ’21: $278,000Q2 ’21: $533,000Q2 ’21Q3 ’21: $580,000Q4 ’21: $845,000Q1 ’22: $815,000Q1 ’22Q2 ’22: $922,000Q3 ’22: $934,000Q4 ’22: $1MQ4 ’22Q1 ’23: $985,249Q2 ’23: $1MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $9MQ4 ’25Q1 ’26: $8MQ2 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20268.7K$10M+2.43%
Q1 20268.5K$8M+2.10%
Q4 20258.5K$9M+2.35%
Q3 20258.4K$6M+1.68%
Q2 20258.2K$6M+1.90%
Q1 20255.7K$5M+1.58%
Q4 20245.1K$4M+1.26%
Q3 20244.5K$4M+1.38%
Q2 20244.3K$4M+1.46%
Q1 20244.2K$3M+1.33%
Q4 20233.6K$2M+0.98%
Q3 20233.1K$2M+0.87%
Q2 20233.1K$1M+0.71%
Q1 20232.9K$985,249+0.55%
Q4 20222.9K$1M+0.65%
Q3 20222.9K$934,000+0.58%
Q2 20222.8K$922,000+0.53%
Q1 20222.8K$815,000+0.39%
Q4 20213.1K$845,000+0.36%
Q3 20212.5K$580,000+0.28%
Q2 20212.3K$533,000+0.26%
Q1 20211.5K$278,000+0.16%
Q3 20204.4K$657,000+0.42%
Q2 20204.1K$674,000+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Branch Capital LLC’s full portfolio or all institutional holders of LLY.