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CCG Wealth Management’s Eli Lilly LLY Stock Holding History

CCG 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
2026
Q2 		$689K Buy
574
+50
+10% +$51.1K 0.16% 77
2026
Q1 		$482K Buy
524
+21
+4% +$21.3K 0.13% 89
2025
Q4 		$541K Sell
503
-57
-10% -$54.5K 0.23% 58
2025
Q3 		$427K Buy
560
+15
+3% +$11.2K 0.2% 52
2025
Q2 		$425K Sell
545
-9
-2% -$6.99K 0.22% 51
2025
Q1 		$458K Buy
554
+40
+8% +$33.3K 0.27% 45
2024
Q4 		$397K Sell
514
-83
-14% -$68.7K 0.22% 51
2024
Q3 		$529K Buy
597
+41
+7% +$36.9K 0.3% 43
2024
Q2 		$503K Buy
556
+226
+68% +$181K 0.28% 42
2024
Q1 		$257K Buy
+330
New +$235K 0.15% 59

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

CCG Wealth Management's LLY Position: Q2 2026 in Review

CCG Wealth Management increased its Eli Lilly (LLY) stake by 9.5% in Q2 2026, buying an estimated $51.1K and bringing the position to 574 shares worth $689K. The position accounts for 0.16% of the portfolio, ranked #77.

CCG Wealth Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CCG Wealth Management held 574 shares of Eli Lilly worth $689K as of Q2 2026.
  • CCG Wealth Management bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 0.16% of CCG Wealth Management's portfolio in Q2 2026, its #77 holding.
  • CCG Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.