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West Wealth Group’s Eli Lilly LLY Stock Holding History

West Wealth Group’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 		$433K Buy
361
+84
+30% +$85.8K 0.07% 93
2026
Q1 		$256K Buy
277
+17
+7% +$17.2K 0.05% 110
2025
Q4 		$280K Sell
260
-10
-4% -$9.56K 0.06% 99
2025
Q3 		$223K Buy
+270
New +$201K 0.05% 117

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

West Wealth Group's LLY Position: Q2 2026 in Review

West Wealth Group increased its Eli Lilly (LLY) stake by 30% in Q2 2026, buying an estimated $85.8K and bringing the position to 361 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #93.

West Wealth Group first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • West Wealth Group held 361 shares of Eli Lilly worth $433K as of Q2 2026.
  • West Wealth Group bought 84 Eli Lilly shares in Q2 2026, an estimated $85.8K.
  • Eli Lilly made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #93 holding.
  • West Wealth Group first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.