Westend Capital Management’s Eli Lilly LLY Stock Holding History

Westend 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 Q1	$7.62M	Sell	8,286 -8,107	-49%	-$8.22M	2.29%	23
2025 Q4	$17.6M	Buy	+16,393	New	+$15.7M	4.94%	5
2025 Q3	–	Sell	-2	Closed	-$1.56K	–	265
2025 Q2	$1.56K	Sell	2 -1	-33%	-$777	﹤0.01%	200
2025 Q1	$2.48K	Sell	3 -15	-83%	-$12.5K	﹤0.01%	191
2024 Q4	$13.9K	Sell	18 -6,664	-100%	-$5.52M	﹤0.01%	100
2024 Q3	$5.92M	Sell	6,682 -7,714	-54%	-$6.94M	2.03%	23
2024 Q2	$13.2M	Buy	14,396 +38	+0.3%	+$30.4K	4.62%	6
2024 Q1	$11.2M	Buy	+14,358	New	+$10.2M	4.33%	7

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Westend Capital Management's LLY Position: Q1 2026 in Review

Westend Capital Management reduced its Eli Lilly (LLY) stake by 49% in Q1 2026, selling an estimated $8.22M and leaving 8,286 shares worth $7.62M. The position accounts for 2.29% of the portfolio, ranked #23.

Westend Capital Management first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Westend Capital Management held 8,286 shares of Eli Lilly worth $7.62M as of Q1 2026.
Westend Capital Management sold 8,107 Eli Lilly shares in Q1 2026, an estimated $8.22M.
Eli Lilly made up 2.29% of Westend Capital Management's portfolio in Q1 2026, its #23 holding.
Westend Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
Westend Capital Management's Eli Lilly position peaked at $17.6M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.