American Capital Advisory’s Eli Lilly LLY Stock Holding History

American Capital Advisory’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	$623K	Buy	519 +10	+2%	+$10.2K	0.23%	68
2026 Q1	$468K	Buy	509 +9	+2%	+$9.12K	0.19%	74
2025 Q4	$537K	Buy	500 +6	+1%	+$5.74K	0.23%	73
2025 Q3	$377K	Sell	494 -5	-1%	-$3.72K	0.17%	81
2025 Q2	$389K	Buy	499 +9	+2%	+$6.99K	0.19%	77
2025 Q1	$405K	Buy	490 +17	+4%	+$14.1K	0.22%	75
2024 Q4	$365K	Buy	473 +3	+0.6%	+$2.48K	0.2%	81
2024 Q3	$416K	Sell	470 -7	-1%	-$6.29K	0.24%	71
2024 Q2	$278K	Buy	477 +307	+181%	+$246K	0.2%	74
2024 Q1	$58.4K	Sell	170 -307	-64%	-$218K	0.05%	135
2023 Q4	$278K	Buy	+477	New	+$278K	0.2%	74

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Capital Advisory's LLY Position: Q2 2026 in Review

American Capital Advisory increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $10.2K and bringing the position to 519 shares worth $623K. The position accounts for 0.23% of the portfolio, ranked #68.

American Capital Advisory first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

American Capital Advisory held 519 shares of Eli Lilly worth $623K as of Q2 2026.
American Capital Advisory bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.23% of American Capital Advisory's portfolio in Q2 2026, its #68 holding.
American Capital Advisory first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.