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Capital Wealth Alliance’s Eli Lilly LLY Stock Holding History

Capital Wealth Alliance’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
Q2 		$291K Buy
243
+1
+0.4% +$1.02K 0.14% 83
2026
Q1 		$223K Hold
242
– – 0.1% 86
2025
Q4 		$253K Buy
+242
New +$231K 0.11% 76
2024
Q2 		– Sell
-260
Closed -$203K – 111
2024
Q1 		$203K Buy
+260
New +$185K 0.12% 98
2020
Q1 		– Sell
-245
Closed -$34K – 220
2019
Q4 		$34K Buy
+245
New +$28.4K 0.03% 161

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Wealth Alliance's LLY Position: Q2 2026 in Review

Capital Wealth Alliance increased its Eli Lilly (LLY) stake by 0.41% in Q2 2026, buying an estimated $1.02K and bringing the position to 243 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #83.

Capital Wealth Alliance first reported a position in LLY in Q4 2019 and has held it in 5 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Capital Wealth Alliance held 243 shares of Eli Lilly worth $291K as of Q2 2026.
  • Capital Wealth Alliance bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.14% of Capital Wealth Alliance's portfolio in Q2 2026, its #83 holding.
  • Capital Wealth Alliance first reported a position in Eli Lilly in Q4 2019 and has held it in 5 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.