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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
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 $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

WealthBridge Capital Management's LLY Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Eli Lilly (LLY) stake by 0.48% in Q2 2026, selling an estimated $27.6K and leaving 5,578 shares worth $6.69M. The position accounts for 1.33% of the portfolio, ranked #18.

WealthBridge Capital Management first reported a position in LLY in Q4 2018 and has held it in 17 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WealthBridge Capital Management held 5,578 shares of Eli Lilly worth $6.69M as of Q2 2026.
  • WealthBridge Capital Management sold 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 1.33% of WealthBridge Capital Management's portfolio in Q2 2026, its #18 holding.
  • WealthBridge Capital Management first reported a position in Eli Lilly in Q4 2018 and has held it in 17 quarters since.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.