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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
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
VPM
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