Aspire Capital Advisors’s Eli Lilly LLY Stock Holding History

Aspire 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
2026 Q1	$495K	Buy	538 +11	+2%	+$11.2K	0.11%	72
2025 Q4	$566K	Buy	527 +17	+3%	+$16.3K	0.13%	67
2025 Q3	$389K	Buy	510 +32	+7%	+$23.8K	0.1%	78
2025 Q2	$372K	Sell	478 -156	-25%	-$121K	0.1%	76
2025 Q1	$524K	Buy	634 +1	+0.2%	+$832	0.16%	56
2024 Q4	$489K	Buy	633 +160	+34%	+$132K	0.14%	53
2024 Q3	$419K	Buy	473 +30	+7%	+$27K	0.12%	54
2024 Q2	$402K	Buy	443 +12	+3%	+$9.6K	0.13%	48
2024 Q1	$336K	Buy	431 +28	+7%	+$19.9K	0.11%	57
2023 Q4	$235K	Hold	403	–	–	0.1%	60
2023 Q3	$216K	Buy	+403	New	+$208K	0.1%	62

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aspire Capital Advisors's LLY Position: Q1 2026 in Review

Aspire Capital Advisors increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $11.2K and bringing the position to 538 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #72.

Aspire Capital Advisors first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $566K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Aspire Capital Advisors held 538 shares of Eli Lilly worth $495K as of Q1 2026.
Aspire Capital Advisors bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
Eli Lilly made up 0.11% of Aspire Capital Advisors's portfolio in Q1 2026, its #72 holding.
Aspire Capital Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Aspire Capital Advisors's Eli Lilly position peaked at $566K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.