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Westmount Partners’s Eli Lilly LLY Stock Holding History

Westmount Partners’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 		$2.75M Sell
2,289
-18
-0.8% -$18.4K 0.6% 35
2026
Q1 		$2.12M Buy
2,307
+249
+12% +$252K 0.52% 43
2025
Q4 		$2.21M Buy
2,058
+8
+0.4% +$7.65K 0.55% 38
2025
Q3 		$1.69M Sell
2,050
-305
-13% -$227K 0.44% 50
2025
Q2 		$1.84M Buy
2,355
+211
+10% +$164K 0.5% 46
2025
Q1 		$1.77M Buy
2,144
+75
+4% +$62.4K 0.54% 43
2024
Q4 		$1.6M Sell
2,069
-268
-11% -$222K 0.49% 44
2024
Q3 		$2.07M Buy
2,337
+1,222
+110% +$1.1M 0.62% 36
2024
Q2 		$1.02M Buy
1,115
+48
+4% +$38.4K 0.34% 63
2024
Q1 		$830K Buy
1,067
+45
+4% +$32K 0.3% 74
2023
Q4 		$596K Buy
1,022
+107
+12% +$62.5K 0.24% 88
2023
Q3 		$491K Buy
915
+117
+15% +$60.3K 0.22% 105
2023
Q2 		$374K Sell
798
-18
-2% -$7.55K 0.16% 127
2023
Q1 		$280K Buy
816
+101
+14% +$34.1K 0.13% 142
2022
Q4 		$262K Buy
+715
New +$254K 0.14% 145

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

Westmount Partners's LLY Position: Q2 2026 in Review

Westmount Partners reduced its Eli Lilly (LLY) stake by 0.78% in Q2 2026, selling an estimated $18.4K and leaving 2,289 shares worth $2.75M. The position accounts for 0.6% of the portfolio, ranked #35.

Westmount Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Westmount Partners held 2,289 shares of Eli Lilly worth $2.75M as of Q2 2026.
  • Westmount Partners sold 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.6% of Westmount Partners's portfolio in Q2 2026, its #35 holding.
  • Westmount Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.