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

Capstone Wealth Management Group (Pennsylvania)’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	$407K	Hold	443	–	–	0.17%	70
2025 Q4	$476K	Hold	443	–	–	0.2%	57
2025 Q3	$338K	Buy	443 +51	+13%	+$38K	0.14%	60
2025 Q2	$306K	Hold	392	–	–	0.29%	44
2025 Q1	$324K	Sell	392 -30	-7%	-$25K	0.18%	59
2024 Q4	$326K	Sell	422 -34	-7%	-$28.2K	0.17%	65
2024 Q3	$404K	Hold	456	–	–	0.24%	58
2024 Q2	$413K	Buy	456 +2	+0.4%	+$1.6K	0.27%	57
2024 Q1	$353K	Buy	454 +5	+1%	+$3.56K	0.25%	59
2023 Q4	$262K	Buy	449 +70	+18%	+$40.9K	0.25%	54
2023 Q3	$204K	Buy	+379	New	+$195K	0.21%	55

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s LLY Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its Eli Lilly (LLY) position steady in Q1 2026 at 443 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #70.

Capstone Wealth Management Group (Pennsylvania) first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $476K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 443 shares of Eli Lilly worth $407K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.17% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #70 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Eli Lilly position peaked at $476K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.