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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
Q2 		$312K Sell
259
-1
-0.4% -$1.02K 0.09% 37
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
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 $3.38T AUM 44.17% 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

Westwood Wealth Management's LLY Position: Q2 2026 in Review

Westwood Wealth Management reduced its Eli Lilly (LLY) stake by 0.38% in Q2 2026, selling an estimated $1.02K and leaving 259 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #37.

Westwood Wealth Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.58M in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Westwood Wealth Management held 259 shares of Eli Lilly worth $312K as of Q2 2026.
  • Westwood Wealth Management sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.09% of Westwood Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Westwood Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Westwood Wealth Management's Eli Lilly position peaked at $2.58M in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.