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Money Concepts Capital’s Eli Lilly LLY Stock Holding History

Money Concepts Capital’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 		$12.9M Buy
14,054
+371
+3% +$376K 0.71% 24
2025
Q4 		$14.7M Buy
13,683
+575
+4% +$550K 0.82% 18
2025
Q3 		$10M Buy
13,108
+961
+8% +$715K 0.62% 28
2025
Q2 		$9.47M Buy
12,147
+358
+3% +$278K 0.63% 29
2025
Q1 		$9.74M Sell
11,789
-22
-0.2% -$18.3K 0.73% 24
2024
Q4 		$9.12M Sell
11,811
-1,056
-8% -$874K 0.68% 26
2024
Q3 		$11.4M Sell
12,867
-328
-2% -$295K 0.87% 21
2024
Q2 		$11.9M Sell
13,195
-305
-2% -$244K 1% 20
2024
Q1 		$10.5M Buy
13,500
+508
+4% +$362K 0.97% 25
2023
Q4 		$7.58M Sell
12,992
-519
-4% -$303K 0.7% 35
2023
Q3 		$7.26M Sell
13,511
-2,392
-15% -$1.23M 0.76% 35
2023
Q2 		$7.46M Sell
15,903
-67,919
-81% -$28.5M 0.76% 38
2023
Q1 		$29.4M Sell
83,822
-16,275
-16% -$5.49M 1.64% 17
2022
Q4 		$36.6M Buy
100,097
+14,168
+16% +$5.02M 1.64% 7
2022
Q3 		$27.8M Buy
85,929
+72,896
+559% +$23.1M 1.64% 9
2022
Q2 		$4.23M Sell
13,033
-10,271
-44% -$3.08M 0.38% 59
2022
Q1 		$6.67M Buy
23,304
+9,519
+69% +$2.45M 0.38% 52
2021
Q4 		$3.81M Buy
+13,785
New +$3.49M 0.32% 73
2021
Q1 		$2.66M Buy
14,243
+474
+3% +$92.7K 0.21% 108
2020
Q4 		$2.33M Buy
+13,769
New +$2.06M 0.21% 110

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Money Concepts Capital's LLY Position: Q1 2026 in Review

Money Concepts Capital increased its Eli Lilly (LLY) stake by 2.7% in Q1 2026, buying an estimated $376K and bringing the position to 14,054 shares worth $12.9M. The position accounts for 0.71% of the portfolio, ranked #24.

Money Concepts Capital first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $36.6M in Q4 2022. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Money Concepts Capital held 14,054 shares of Eli Lilly worth $12.9M as of Q1 2026.
  • Money Concepts Capital bought 371 Eli Lilly shares in Q1 2026, an estimated $376K.
  • Eli Lilly made up 0.71% of Money Concepts Capital's portfolio in Q1 2026, its #24 holding.
  • Money Concepts Capital first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Eli Lilly position peaked at $36.6M in Q4 2022.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.