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Capstone Wealth Management Group, LLC

SEC CIK
0001923052
Latest filing
Jul 30, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
450
Value
$539.9K
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of LLY by Capstone Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026450$539.9K0.2%+7+1.6%AddedHolders
Q1 2026443$407.4K0.2%00.0%UnchangedHolders
Q4 2025443$475.9K0.2%00.0%UnchangedHolders
Q3 2025443$337.7K0.1%+51+13.0%AddedHolders
Q2 2025392$305.9K0.3%00.0%UnchangedHolders
Q1 2025392$324.0K0.2%−30−7.1%ReducedHolders
Q4 2024422$326.1K0.2%−34−7.5%ReducedHolders
Q3 2024456$404.4K0.2%00.0%UnchangedHolders
Q2 2024456$413.1K0.3%+2+0.4%AddedHolders
Q1 2024454$353.3K0.3%+5+1.1%AddedHolders
Q4 2023449$261.7K0.2%+70+18.5%AddedHolders
Q3 2023379$203.5K0.2%+379NewHolders