Royal Capital Wealth Management’s Eli Lilly LLY Stock Holding History

Royal Capital 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	$3.56M	Sell	3,865 -4	-0.1%	-$4.05K	2.21%	14
2025 Q4	$4.16M	Sell	3,869 -10	-0.3%	-$9.56K	2.45%	13
2025 Q3	$2.96M	Buy	3,879 +245	+7%	+$182K	1.82%	14
2025 Q2	$2.83M	Hold	3,634	–	–	1.88%	12
2025 Q1	$3M	Hold	3,634	–	–	2.1%	14
2024 Q4	$2.81M	Buy	3,634 +15	+0.4%	+$12.4K	1.97%	14
2024 Q3	$3.21M	Sell	3,619 -250	-6%	-$225K	2.27%	13
2024 Q2	$3.5M	Buy	3,869 +191	+5%	+$153K	2.64%	11
2024 Q1	$2.86M	Buy	3,678 +484	+15%	+$344K	2.25%	14
2023 Q4	$1.86M	Hold	3,194	–	–	1.61%	17
2023 Q3	$1.72M	Hold	3,194	–	–	1.64%	17
2023 Q2	$1.5M	Buy	3,194 +505	+19%	+$212K	1.41%	21
2023 Q1	$923K	Buy	2,689 +100	+4%	+$33.7K	0.93%	30
2022 Q4	$947K	Buy	2,589 +420	+19%	+$149K	1.01%	29
2022 Q3	$701K	Buy	2,169 +360	+20%	+$114K	0.82%	33
2022 Q2	$587K	Buy	1,809 +450	+33%	+$135K	0.64%	37
2022 Q1	$389K	Buy	+1,359	New	+$350K	0.38%	64

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Capital Wealth Management's LLY Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its Eli Lilly (LLY) stake by 0.1% in Q1 2026, selling an estimated $4.05K and leaving 3,865 shares worth $3.56M. The position accounts for 2.21% of the portfolio, ranked #14.

Royal Capital Wealth Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.16M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Royal Capital Wealth Management held 3,865 shares of Eli Lilly worth $3.56M as of Q1 2026.
Royal Capital Wealth Management sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 2.21% of Royal Capital Wealth Management's portfolio in Q1 2026, its #14 holding.
Royal Capital Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Royal Capital Wealth Management's Eli Lilly position peaked at $4.16M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.