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Western Wealth Management’s Eli Lilly LLY Stock Holding History

Western 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
Q1 		$12.2M Buy
13,214
+4,665
+55% +$4.73M 0.46% 39
2025
Q4 		$9.19M Buy
8,549
+88
+1% +$84.1K 0.42% 42
2025
Q3 		$6.46M Sell
8,461
-203
-2% -$151K 0.34% 53
2025
Q2 		$6.75M Buy
8,664
+349
+4% +$271K 0.4% 46
2025
Q1 		$6.87M Sell
8,315
-17
-0.2% -$14.1K 0.45% 44
2024
Q4 		$6.43M Sell
8,332
-3,586
-30% -$2.97M 0.42% 44
2024
Q3 		$10.6M Buy
11,918
+3,349
+39% +$3.01M 0.6% 33
2024
Q2 		$7.76M Sell
8,569
-148
-2% -$118K 0.58% 36
2024
Q1 		$6.78M Sell
8,717
-1,727
-17% -$1.23M 0.53% 35
2023
Q4 		$6.09M Buy
10,444
+1,110
+12% +$648K 0.44% 43
2023
Q3 		$5.01M Buy
9,334
+427
+5% +$220K 0.42% 46
2023
Q2 		$4.18M Buy
8,907
+512
+6% +$215K 0.36% 55
2023
Q1 		$2.88M Buy
8,395
+1,235
+17% +$417K 0.27% 84
2022
Q4 		$2.62M Sell
7,160
-4,999
-41% -$1.77M 0.27% 97
2022
Q3 		$4M Buy
12,159
+2,304
+23% +$730K 0.23% 99
2022
Q2 		$3.21M Sell
9,855
-428
-4% -$128K 0.18% 128
2022
Q1 		$2.94M Buy
10,283
+5,881
+134% +$1.51M 0.14% 151
2021
Q4 		$1.22M Buy
+4,402
New +$1.12M 0.12% 168
2021
Q2 		$1.42M Buy
6,205
+2,123
+52% +$426K 0.15% 153
2021
Q1 		$763K Buy
4,082
+211
+5% +$41.3K 0.1% 202
2020
Q4 		$654K Sell
3,871
-1,060
-21% -$158K 0.1% 210
2020
Q3 		$730K Sell
4,931
-124
-2% -$19.2K 0.12% 189
2020
Q2 		$830K Buy
5,055
+80
+2% +$12.3K 0.15% 151
2020
Q1 		$687K Buy
4,975
+128
+3% +$17.6K 0.16% 141
2019
Q4 		$637K Sell
4,847
-528
-10% -$61.2K 0.1% 202
2019
Q3 		$599K Buy
5,375
+971
+22% +$108K 0.12% 187
2019
Q2 		$486K Sell
4,404
-864
-16% -$102K 0.06% 228
2019
Q1 		$684K Sell
5,268
-102
-2% -$12.4K 0.15% 156
2018
Q4 		$622K Buy
+5,370
New +$600K 0.17% 153

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Western Wealth Management's LLY Position: Q1 2026 in Review

Western Wealth Management increased its Eli Lilly (LLY) stake by 55% in Q1 2026, buying an estimated $4.73M and bringing the position to 13,214 shares worth $12.2M. The position accounts for 0.46% of the portfolio, ranked #39.

Western Wealth Management first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Western Wealth Management held 13,214 shares of Eli Lilly worth $12.2M as of Q1 2026.
  • Western Wealth Management bought 4,665 Eli Lilly shares in Q1 2026, an estimated $4.73M.
  • Eli Lilly made up 0.46% of Western Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Western Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.