GC Wealth Management RIA’s Eli Lilly LLY Stock Holding History

GC Wealth Management RIA’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	$22M	Sell	18,328 -1,509	-8%	-$1.54M	1.27%	14
2026 Q1	$18.2M	Buy	19,837 +192	+1%	+$195K	0.76%	20
2025 Q4	$21.1M	Sell	19,645 -6,653	-25%	-$6.36M	0.78%	19
2025 Q3	$20.1M	Buy	26,298 +14,305	+119%	+$10.6M	0.66%	23
2025 Q2	$9.35M	Buy	11,993 +8,820	+278%	+$6.85M	0.76%	16
2025 Q1	$2.62M	Sell	3,173 -71	-2%	-$59.1K	0.48%	47
2024 Q4	$2.5M	Sell	3,244 -10	-0.3%	-$8.28K	0.44%	54
2024 Q3	$2.88M	Buy	3,254 +74	+2%	+$66.5K	0.5%	40
2024 Q2	$2.88M	Sell	3,180 -144	-4%	-$115K	0.57%	31
2024 Q1	$2.59M	Buy	3,324 +895	+37%	+$637K	0.52%	37
2023 Q4	$1.42M	Buy	+2,429	New	+$1.42M	0.64%	42

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GC Wealth Management RIA's LLY Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Eli Lilly (LLY) stake by 7.6% in Q2 2026, selling an estimated $1.54M and leaving 18,328 shares worth $22M. The position accounts for 1.27% of the portfolio, ranked #14.

GC Wealth Management RIA first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

GC Wealth Management RIA held 18,328 shares of Eli Lilly worth $22M as of Q2 2026.
GC Wealth Management RIA sold 1,509 Eli Lilly shares in Q2 2026, an estimated $1.54M.
Eli Lilly made up 1.27% of GC Wealth Management RIA's portfolio in Q2 2026, its #14 holding.
GC Wealth Management RIA first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.