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Apella Capital’s Eli Lilly LLY Stock Holding History

Apella Capital’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 		$5.28M Buy
4,276
+139
+3% +$142K 0.07% 160
2026
Q1 		$3.84M Buy
4,137
+963
+30% +$976K 0.06% 187
2025
Q4 		$3.41M Buy
3,174
+1,083
+52% +$1.04M 0.07% 160
2025
Q3 		$1.71M Buy
2,091
+260
+14% +$193K 0.04% 193
2025
Q2 		$1.42M Buy
1,831
+82
+5% +$63.7K 0.04% 182
2025
Q1 		$1.32M Buy
1,749
+151
+9% +$126K 0.05% 165
2024
Q4 		$1.23M Sell
1,598
-6
-0.4% -$4.97K 0.05% 150
2024
Q3 		$1.43M Buy
1,604
+16
+1% +$14.4K 0.06% 126
2024
Q2 		$1.48M Sell
1,588
-22
-1% -$17.6K 0.07% 124
2024
Q1 		$1.22M Buy
1,610
+6
+0.4% +$4.27K 0.06% 131
2023
Q4 		$986K Sell
1,604
-11
-0.7% -$6.42K 0.05% 136
2023
Q3 		$867K Buy
1,615
+804
+99% +$414K 0.06% 127
2023
Q2 		$380K Buy
+811
New +$340K 0.03% 187
2022
Q4 		$341K Buy
+932
New +$330K 0.03% 180

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Apella Capital's LLY Position: Q2 2026 in Review

Apella Capital increased its Eli Lilly (LLY) stake by 3.4% in Q2 2026, buying an estimated $142K and bringing the position to 4,276 shares worth $5.28M. The position accounts for 0.07% of the portfolio, ranked #160.

Apella Capital first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 1,103 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Apella Capital held 4,276 shares of Eli Lilly worth $5.28M as of Q2 2026.
  • Apella Capital bought 139 Eli Lilly shares in Q2 2026, an estimated $142K.
  • Eli Lilly made up 0.07% of Apella Capital's portfolio in Q2 2026, its #160 holding.
  • Apella Capital first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.