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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
Q2 		$1.08M Buy
897
+55
+7% +$56.2K 0.21% 99
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Wealth Partners's LLY Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Eli Lilly (LLY) stake by 6.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 897 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #99.

Legacy Capital Wealth Partners first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.26M in Q1 2024. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Capital Wealth Partners held 897 shares of Eli Lilly worth $1.08M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 55 Eli Lilly shares in Q2 2026, an estimated $56.2K.
  • Eli Lilly made up 0.21% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Legacy Capital Wealth Partners first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's Eli Lilly position peaked at $3.26M in Q1 2024.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.