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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
Q2 		$291K Buy
+243
New +$248K 0.09% 83
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 $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

Westshore Wealth's LLY Position: Q2 2026 in Review

Westshore Wealth opened a new position in Eli Lilly (LLY) in Q2 2026: 243 shares worth $291K. The stake represents 0.09% of the portfolio and ranks #83 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in LLY as recently as Q4 2025.

Westshore Wealth first reported a position in LLY in Q1 2021 and has held it in 6 quarters since. The position peaked at $674K in Q2 2021. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Westshore Wealth held 243 shares of Eli Lilly worth $291K as of Q2 2026.
  • Eli Lilly was a new Westshore Wealth position in Q2 2026.
  • Eli Lilly made up 0.09% of Westshore Wealth's portfolio in Q2 2026, its #83 holding.
  • Westshore Wealth first reported a position in Eli Lilly in Q1 2021 and has held it in 6 quarters since.
  • Westshore Wealth's Eli Lilly position peaked at $674K in Q2 2021.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.