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Westshore Wealth’s Eli Lilly LLY Stock Holding History

Westshore Wealth’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 		– Sell
-206
Closed -$221K – 111
2025
Q4 		$221K Buy
+206
New +$197K 0.07% 92
2025
Q2 		– Sell
-247
Closed -$204K – 99
2025
Q1 		$204K Buy
+247
New +$206K 0.09% 89
2024
Q3 		– Sell
-226
Closed -$205K – 99
2024
Q2 		$205K Buy
+226
New +$181K 0.09% 90
2021
Q3 		– Sell
-2,937
Closed -$674K – 112
2021
Q2 		$674K Hold
2,937
– – 0.35% 44
2021
Q1 		$549K Buy
+2,937
New +$575K 0.31% 53

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Westshore Wealth's LLY Position: Q1 2026 in Review

Westshore Wealth sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 206 shares — an estimated $221K sold.

Westshore Wealth first reported a position in LLY in Q1 2021 and held it in 5 quarters. The position peaked at $674K in Q2 2021. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Westshore Wealth reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Westshore Wealth sold 206 Eli Lilly shares in Q1 2026, an estimated $221K.
  • Westshore Wealth first reported a position in Eli Lilly in Q1 2021 and held it in 5 quarters.
  • Westshore Wealth's Eli Lilly position peaked at $674K in Q2 2021.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.