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Advance Capital Management’s Eli Lilly LLY Stock Holding History

Advance Capital 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 		$441K Buy
479
+22
+5% +$22.3K 0.02% 114
2025
Q4 		$491K Buy
457
+19
+4% +$18.2K 0.02% 106
2025
Q3 		$334K Buy
438
+136
+45% +$101K 0.01% 130
2025
Q2 		$236K Sell
302
-27
-8% -$21K 0.01% 150
2025
Q1 		$272K Buy
329
+16
+5% +$13.3K 0.01% 127
2024
Q4 		$242K Buy
313
+7
+2% +$5.8K 0.01% 134
2024
Q3 		$271K Hold
306
– – 0.01% 125
2024
Q2 		$277K Buy
306
+19
+7% +$15.2K 0.01% 124
2024
Q1 		$223K Buy
+287
New +$204K 0.02% 138
2023
Q4 		– Sell
-729
Closed -$392K – 134
2023
Q3 		$392K Buy
729
+39
+6% +$20.1K 0.04% 78
2023
Q2 		$324K Buy
690
+37
+6% +$15.5K 0.04% 86
2023
Q1 		$224K Hold
653
– – 0.04% 92
2022
Q4 		$239K Sell
653
-17
-3% -$6.03K 0.03% 95
2022
Q3 		$217K Hold
670
– – 0.03% 82
2022
Q2 		$217K Buy
+670
New +$201K 0.03% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advance Capital Management's LLY Position: Q1 2026 in Review

Advance Capital Management increased its Eli Lilly (LLY) stake by 4.8% in Q1 2026, buying an estimated $22.3K and bringing the position to 479 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #114.

Advance Capital Management first reported a position in LLY in Q2 2022 and has held it in 15 quarters since. The position peaked at $491K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Advance Capital Management held 479 shares of Eli Lilly worth $441K as of Q1 2026.
  • Advance Capital Management bought 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
  • Eli Lilly made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #114 holding.
  • Advance Capital Management first reported a position in Eli Lilly in Q2 2022 and has held it in 15 quarters since.
  • Advance Capital Management's Eli Lilly position peaked at $491K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.