21 West Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$421K Hold
351
0.36% 51
2026
Q1
$323K Hold
351
0.3% 50
2025
Q4
$377K Sell
351
-8
-2% -$7.65K 0.34% 47
2025
Q3
$274K Sell
359
-13
-3% -$9.67K 0.26% 55
2025
Q2
$290K Buy
+372
New +$289K 0.29% 52

Other funds holding LLY

21 West Wealth Management's LLY Position: Q2 2026 in Review

21 West Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 351 shares worth $421K. The position accounts for 0.36% of the portfolio, ranked #51.

21 West Wealth Management first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 1,066 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 21 West Wealth Management held 351 shares of Eli Lilly worth $421K as of Q2 2026.
  • 21 West Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.36% of 21 West Wealth Management's portfolio in Q2 2026, its #51 holding.
  • 21 West Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.