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Capital A Wealth Management’s Eli Lilly LLY Stock Holding History

Capital A 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
2025
Q2 		$59.5K Buy
102
+17
+20% +$13.2K 0.67% 44
2025
Q1 		$70.2K Buy
85
+3
+4% +$2.5K 0.07% 124
2024
Q4 		$63.3K Buy
+82
New +$67.9K 0.11% 141

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital A Wealth Management's LLY Position: Q2 2025 in Review

Capital A Wealth Management increased its Eli Lilly (LLY) stake by 20% in Q2 2025, buying an estimated $13.2K and bringing the position to 102 shares worth $59.5K. The position accounts for 0.67% of the portfolio, ranked #44.

Capital A Wealth Management first reported a position in LLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $70.2K in Q1 2025. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Capital A Wealth Management held 102 shares of Eli Lilly worth $59.5K as of Q2 2025.
  • Capital A Wealth Management bought 17 Eli Lilly shares in Q2 2025, an estimated $13.2K.
  • Eli Lilly made up 0.67% of Capital A Wealth Management's portfolio in Q2 2025, its #44 holding.
  • Capital A Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Eli Lilly position peaked at $70.2K in Q1 2025.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.