WealthBridge Capital Management
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WealthBridge Capital Management’s Eli Lilly LLY Stock Holding History

WealthBridge Capital 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
Q3 		$6.48M Buy
5,602
+24
+0.4% +$28.3K 1.26% 18
2026
Q2 		$6.69M Sell
5,578
-27
-0.5% -$27.6K 1.33% 18
2026
Q1 		$5.16M Buy
5,605
+25
+0.4% +$25.3K 1.19% 18
2025
Q4 		$6M Sell
5,580
-95
-2% -$90.8K 1.37% 16
2025
Q3 		$4.33M Sell
5,675
-183
-3% -$136K 1.02% 23
2025
Q2 		$4.57M Buy
5,858
+155
+3% +$120K 1.16% 19
2025
Q1 		$4.71M Buy
5,703
+187
+3% +$156K 1.33% 19
2024
Q4 		$4.26M Buy
5,516
+267
+5% +$221K 1.18% 21
2024
Q3 		$4.65M Buy
5,249
+1,876
+56% +$1.69M 1.33% 18
2024
Q2 		$3.05M Buy
3,373
+100
+3% +$80K 1% 23
2024
Q1 		$2.55M Buy
3,273
+181
+6% +$129K 0.86% 26
2023
Q4 		$1.8M Buy
3,092
+478
+18% +$279K 0.68% 35
2023
Q3 		$1.4M Buy
2,614
+587
+29% +$302K 0.58% 39
2023
Q2 		$951K Buy
2,027
+489
+32% +$205K 0.38% 58
2023
Q1 		$528K Buy
1,538
+735
+92% +$248K 0.21% 96
2022
Q4 		$294K Buy
+803
New +$285K 0.12% 150
2019
Q2 		– Sell
-130
Closed -$15K – 537
2019
Q1 		$15K Buy
130
+71
+120% +$8.63K 0.01% 491
2018
Q4 		$7K Buy
+59
New +$6.59K 0.01% 583

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

WealthBridge Capital Management's LLY Position: Q3 2026 in Review

WealthBridge Capital Management increased its Eli Lilly (LLY) stake by 0.43% in Q3 2026, buying an estimated $28.3K and bringing the position to 5,602 shares worth $6.48M. The position accounts for 1.26% of the portfolio, ranked #18.

WealthBridge Capital Management first reported a position in LLY in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.69M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • WealthBridge Capital Management held 5,602 shares of Eli Lilly worth $6.48M as of Q3 2026.
  • WealthBridge Capital Management bought 24 Eli Lilly shares in Q3 2026, an estimated $28.3K.
  • Eli Lilly made up 1.26% of WealthBridge Capital Management's portfolio in Q3 2026, its #18 holding.
  • WealthBridge Capital Management first reported a position in Eli Lilly in Q4 2018 and has held it in 18 quarters since.
  • WealthBridge Capital Management's Eli Lilly position peaked at $6.69M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.