CDWM
LLY icon

Campbell Deegan Wealth Management’s Eli Lilly LLY Stock Holding History

Campbell Deegan Wealth Management’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 		$341K Buy
371
+75
+25% +$76K 0.27% 31
2025
Q4 		$318K Buy
296
+13
+5% +$12.4K 0.26% 30
2025
Q3 		$216K Hold
283
– – 0.19% 41
2025
Q2 		$221K Hold
283
– – 0.22% 41
2025
Q1 		$234K Sell
283
-5
-2% -$4.16K 0.27% 37
2024
Q4 		$222K Buy
+288
New +$238K 0.27% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Campbell Deegan Wealth Management's LLY Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its Eli Lilly (LLY) stake by 25% in Q1 2026, buying an estimated $76K and bringing the position to 371 shares worth $341K. The position accounts for 0.27% of the portfolio, ranked #31.

Campbell Deegan Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Campbell Deegan Wealth Management held 371 shares of Eli Lilly worth $341K as of Q1 2026.
  • Campbell Deegan Wealth Management bought 75 Eli Lilly shares in Q1 2026, an estimated $76K.
  • Eli Lilly made up 0.27% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Campbell Deegan Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.