Capital Wealth Planning’s Eli Lilly LLY Stock Holding History

Capital Wealth Planning’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	$28.3M	Buy	30,812 +18,031	+141%	+$18.3M	0.16%	43
2025 Q4	$13.7M	Buy	12,781 +1,726	+16%	+$1.65M	0.09%	54
2025 Q3	$8.43M	Sell	11,055 -566	-5%	-$421K	0.06%	58
2025 Q2	$9.06M	Buy	11,621 +1,104	+10%	+$858K	0.07%	41
2025 Q1	$8.69M	Buy	10,517 +405	+4%	+$337K	0.08%	30
2024 Q4	$7.81M	Sell	10,112 -1,513	-13%	-$1.25M	0.07%	32
2024 Q3	$10.3M	Buy	11,625 +5,598	+93%	+$5.03M	0.1%	31
2024 Q2	$5.46M	Sell	6,027 -695	-10%	-$556K	0.06%	35
2024 Q1	$5.23M	Sell	6,722 -994	-13%	-$707K	0.06%	37
2023 Q4	$4.5M	Buy	+7,716	New	+$4.5M	0.05%	38
2023 Q1	–	Sell	-1,067	Closed	-$390K	–	151
2022 Q4	$390K	Buy	1,067 +21	+2%	+$7.45K	0.01%	77
2022 Q3	$338K	Buy	1,046 +424	+68%	+$134K	0.01%	79
2022 Q2	$202K	Buy	+622	New	+$187K	﹤0.01%	78
2014 Q1	–	Sell	-38,503	Closed	-$2.19M	–	134
2013 Q4	$2.19M	Buy	+38,503	New	+$1.93M	2.68%	7

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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