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LLYLLY
15 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in ELI LILLY & CO

Yes. Capital Wealth Planning holds 39,748 shares of LLY (Eli Lilly), worth $47.7M, as of its Q2 2026 13F filing. It increased the position by 8,936 shares (+29.0%) from Q1 2026. Capital Wealth Planning has held LLY since Q4 2023, across 11 quarterly 13F filings. LLY is 0.2% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$47.7M

Current Shares

39,748

Total Value Change

+$47.5M

Total Shares Change

+39,126

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
39,748
+29.0%
$47.7M0.2%$1,197.71
44
2026-Q1
Increased
30,812
+141.1%
$28.3M0.2%$916.88
55
2025-Q4
Increased
12,781
+15.6%
$13.7M0.1%$1,069.51
32
2025-Q3
Decreased
11,055
-4.9%
$8.4M0.1%$758.22
0
2025-Q2
Increased
11,621
+10.5%
$9.1M0.1%$772.95
31
2025-Q1
Increased
10,517
+4.0%
$8.7M0.1%$817.26
29
2024-Q4
Decreased
10,112
-13.0%
$7.8M0.1%$762.60
0
2024-Q3
Increased
11,625
+92.9%
$10.3M0.1%$873.71
44
2024-Q2
Decreased
6,027
-10.3%
$5.5M0.1%$891.63
0
2024-Q1
Decreased
6,722
-12.9%
$5.2M0.1%$764.84
0
2023-Q4
New
7,716
-
$4.5M0.1%$572.09
37
2023-Q1
Exited
0
-100.0%
$00.0%$334.83
0
2022-Q4
Increased
1,067
+2.0%
$390,3900.0%$355.54
24
2022-Q3
Increased
1,046
+68.2%
$338,0000.0%$313.37
35
2022-Q2
New
622
-
$202,0000.0%$313.20
32

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

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