Correct Capital Wealth Management’s Eli Lilly LLY Stock Holding History

Correct Capital 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	$1.61M	Sell	1,754 -149	-8%	-$151K	0.3%	44
2025 Q4	$2.05M	Buy	1,903 +48	+3%	+$45.9K	0.38%	39
2025 Q3	$1.42M	Buy	1,855 +367	+25%	+$273K	0.23%	53
2025 Q2	$1.16M	Buy	1,488 +1,009	+211%	+$784K	0.17%	54
2025 Q1	$395K	Buy	479 +30	+7%	+$25K	0.06%	90
2024 Q4	$346K	Buy	449 +29	+7%	+$24K	0.07%	90
2024 Q3	$372K	Sell	420 -79	-16%	-$71K	0.08%	95
2024 Q2	$452K	Hold	499	–	–	0.11%	81
2024 Q1	$388K	Hold	499	–	–	0.09%	96
2023 Q4	$291K	Buy	+499	New	+$291K	0.07%	101

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Correct Capital Wealth Management's LLY Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Eli Lilly (LLY) stake by 7.8% in Q1 2026, selling an estimated $151K and leaving 1,754 shares worth $1.61M. The position accounts for 0.3% of the portfolio, ranked #44.

Correct Capital Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Correct Capital Wealth Management held 1,754 shares of Eli Lilly worth $1.61M as of Q1 2026.
Correct Capital Wealth Management sold 149 Eli Lilly shares in Q1 2026, an estimated $151K.
Eli Lilly made up 0.3% of Correct Capital Wealth Management's portfolio in Q1 2026, its #44 holding.
Correct Capital Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Eli Lilly position peaked at $2.05M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.