Capstone Wealth Management (Alabama)’s Eli Lilly LLY Stock Holding History

Capstone Wealth Management (Alabama)’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 Q3	$1.26M	Sell	1,087 -9	-0.8%	-$10.6K	0.58%	24
2026 Q2	$1.31M	Buy	1,096 +593	+118%	+$606K	0.61%	23
2026 Q1	$463K	Hold	503	–	–	0.32%	33
2025 Q4	$541K	Buy	503 +4	+0.8%	+$3.82K	0.39%	30
2025 Q3	$381K	Buy	499 +8	+2%	+$5.95K	0.29%	38
2025 Q2	$383K	Buy	491 +170	+53%	+$132K	0.34%	33
2025 Q1	$265K	Hold	321	–	–	0.26%	42
2024 Q4	$248K	Buy	+321	New	+$266K	0.24%	41

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s LLY Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) reduced its Eli Lilly (LLY) stake by 0.82% in Q3 2026, selling an estimated $10.6K and leaving 1,087 shares worth $1.26M. The position accounts for 0.58% of the portfolio, ranked #24.

Capstone Wealth Management (Alabama) first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Capstone Wealth Management (Alabama) held 1,087 shares of Eli Lilly worth $1.26M as of Q3 2026.
Capstone Wealth Management (Alabama) sold 9 Eli Lilly shares in Q3 2026, an estimated $10.6K.
Eli Lilly made up 0.58% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #24 holding.
Capstone Wealth Management (Alabama) first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management (Alabama)'s Eli Lilly position peaked at $1.31M in Q2 2026.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.