Westwood Wealth Management’s Eli Lilly LLY Stock Holding History

Westwood 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	$239K	Sell	260 -694	-73%	-$704K	0.09%	40
2025 Q4	$1.03M	Buy	954 +539	+130%	+$515K	0.77%	39
2025 Q3	$317K	Sell	415 -620	-60%	-$461K	0.12%	38
2025 Q2	$807K	Sell	1,035 -1,275	-55%	-$991K	0.27%	33
2025 Q1	$1.91M	Sell	2,310 -100	-4%	-$83.2K	0.82%	19
2024 Q4	$1.86M	Sell	2,410 -500	-17%	-$414K	0.67%	18
2024 Q3	$2.58M	Buy	2,910 +970	+50%	+$872K	1.01%	15
2024 Q2	$1.76M	Buy	1,940 +325	+20%	+$260K	0.65%	21
2024 Q1	$1.26M	Buy	+1,615	New	+$1.15M	0.61%	20

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Westwood Wealth Management reduced its Eli Lilly (LLY) stake by 73% in Q1 2026, selling an estimated $704K and leaving 260 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #40.

Westwood Wealth Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q3 2024. 4,358 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Westwood Wealth Management held 260 shares of Eli Lilly worth $239K as of Q1 2026.
Westwood Wealth Management sold 694 Eli Lilly shares in Q1 2026, an estimated $704K.
Eli Lilly made up 0.09% of Westwood Wealth Management's portfolio in Q1 2026, its #40 holding.
Westwood Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Westwood Wealth Management's Eli Lilly position peaked at $2.58M in Q3 2024.
4,358 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.