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Legacy Capital Wealth Partners’s Eli Lilly LLY Stock Holding History

Legacy Capital Wealth Partners’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 		$774K Buy
842
+96
+13% +$97.3K 0.16% 134
2025
Q4 		$801K Buy
746
+58
+8% +$55.5K 0.17% 126
2025
Q3 		$525K Sell
688
-210
-23% -$156K 0.11% 192
2025
Q2 		$700K Sell
898
-203
-18% -$158K 0.16% 132
2025
Q1 		$909K Buy
1,101
+259
+31% +$216K 0.22% 92
2024
Q4 		$650K Buy
842
+297
+54% +$246K 0.16% 126
2024
Q3 		$482K Sell
545
-83
-13% -$74.6K 0.1% 203
2024
Q2 		$568K Sell
628
-7,828
-93% -$6.26M 0.14% 138
2024
Q1 		$3.26M Buy
8,456
+7,925
+1,492% +$5.64M 2.32% 10
2023
Q4 		$310K Sell
531
-64
-11% -$37.4K 0.09% 207
2023
Q3 		$320K Buy
+595
New +$307K 0.09% 208
2023
Q2 		– Sell
-585
Closed -$201K – 146
2023
Q1 		$201K Buy
+585
New +$197K 0.05% 238

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
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