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Aptus Capital Advisors’s Eli Lilly LLY Stock Holding History

Aptus Capital Advisors’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
2025
Q4 		– Sell
-200,000
Closed -$153M – 1707
2025
Q3 		$153M Sell
200,000
-200,000
-50% -$149M 1.11% 16
2025
Q2 		$312M Buy
+400,000
New +$311M 2.54% 6

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's LLY Position: Q2 2026 in Review

Aptus Capital Advisors increased its Eli Lilly (LLY) stake by 1.8% in Q2 2026, buying an estimated $960K and bringing the position to 53,662 shares worth $64.4M. The position accounts for 0.44% of the portfolio, ranked #51.

Aptus Capital Advisors first reported a position in LLY in Q1 2019 and has held it in 30 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aptus Capital Advisors held 53,662 shares of Eli Lilly worth $64.4M as of Q2 2026.
  • Aptus Capital Advisors bought 940 Eli Lilly shares in Q2 2026, an estimated $960K.
  • Eli Lilly made up 0.44% of Aptus Capital Advisors's portfolio in Q2 2026, its #51 holding.
  • Aptus Capital Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 30 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.