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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
Q2 		$4.91M Buy
4,097
+232
+6% +$237K 2.76% 12
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
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

Royal Capital Wealth Management's LLY Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Eli Lilly (LLY) stake by 6% in Q2 2026, buying an estimated $237K and bringing the position to 4,097 shares worth $4.91M. The position accounts for 2.76% of the portfolio, ranked #12.

Royal Capital Wealth Management first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Royal Capital Wealth Management held 4,097 shares of Eli Lilly worth $4.91M as of Q2 2026.
  • Royal Capital Wealth Management bought 232 Eli Lilly shares in Q2 2026, an estimated $237K.
  • Eli Lilly made up 2.76% of Royal Capital Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Royal Capital Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.