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Capstone Wealth Management, LLC

SEC CIK
0002019411
Latest filing
Jul 23, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Capstone Wealth Management, 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)
1,096
Value
$1.31M
% of portfolio
0.6%
Quarters held
7
Since Q4 2024
Holdings of LLY by Capstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,096$1.31M0.6%+593+117.9%AddedHolders
Q1 2026503$462.6K0.3%00.0%UnchangedHolders
Q4 2025503$540.6K0.4%+4+0.8%AddedHolders
Q3 2025499$380.7K0.3%+8+1.6%AddedHolders
Q2 2025491$382.7K0.3%+170+53.0%AddedHolders
Q1 2025321$265.1K0.3%00.0%UnchangedHolders
Q4 2024321$247.8K0.2%–No prior filingHolders