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Curry Webb Wealth Management’s Eli Lilly LLY Stock Holding History

Curry Webb 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 		$1.97M Sell
2,146
-115
-5% -$117K 0.93% 27
2025
Q4 		$2.43M Buy
+2,261
New +$2.16M 1.21% 27

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Curry Webb Wealth Management's LLY Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its Eli Lilly (LLY) stake by 5.1% in Q1 2026, selling an estimated $117K and leaving 2,146 shares worth $1.97M. The position accounts for 0.93% of the portfolio, ranked #27.

Curry Webb Wealth Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.43M in Q4 2025. 4,366 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Curry Webb Wealth Management held 2,146 shares of Eli Lilly worth $1.97M as of Q1 2026.
  • Curry Webb Wealth Management sold 115 Eli Lilly shares in Q1 2026, an estimated $117K.
  • Eli Lilly made up 0.93% of Curry Webb Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Curry Webb Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's Eli Lilly position peaked at $2.43M in Q4 2025.
  • 4,366 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.