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Atlas Capital Advisors’s Eli Lilly LLY Stock Holding History

Atlas 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 		$3.24M Sell
3,522
-106
-3% -$107K 0.37% 69
2025
Q4 		$3.9M Buy
+3,628
New +$3.47M 0.43% 55
2025
Q2 		$1.48M Sell
1,899
-77
-4% -$59.8K 0.18% 101
2025
Q1 		$1.63M Hold
1,976
– – 0.2% 96
2024
Q4 		$1.53M Sell
1,976
-33
-2% -$27.3K 0.19% 92
2024
Q3 		$1.78M Hold
2,009
– – 0.27% 78
2024
Q2 		$1.82M Sell
2,009
-391
-16% -$313K 0.24% 85
2024
Q1 		$1.87M Sell
2,400
-82
-3% -$58.4K 0.29% 74
2023
Q4 		$1.45M Sell
2,482
-7
-0.3% -$4.09K 0.21% 83
2023
Q3 		$1.34M Sell
2,489
-725
-23% -$374K 0.22% 86
2023
Q2 		$1.51M Sell
3,214
-106
-3% -$44.5K 0.23% 83
2023
Q1 		$1.14M Sell
3,320
-264
-7% -$89K 0.18% 94
2022
Q4 		$1.31M Sell
3,584
-174
-5% -$61.7K 0.22% 91
2022
Q3 		$1.22M Buy
3,758
+121
+3% +$38.3K 0.22% 89
2022
Q2 		$1.18M Sell
3,637
-893
-20% -$268K 0.2% 94
2022
Q1 		$1.3M Buy
4,530
+2,061
+83% +$530K 0.2% 99
2021
Q4 		$682K Sell
2,469
-3,468
-58% -$879K 0.1% 173
2021
Q3 		$1.37M Buy
5,937
+5,830
+5,449% +$1.44M 0.22% 92
2021
Q2 		$24.6K Buy
107
+42
+65% +$8.44K ﹤0.01% 628
2021
Q1 		$12.1K Buy
+65
New +$12.7K ﹤0.01% 651

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

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

Atlas Capital Advisors reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $107K and leaving 3,522 shares worth $3.24M. The position accounts for 0.37% of the portfolio, ranked #69.

Atlas Capital Advisors first reported a position in LLY in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.9M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Atlas Capital Advisors held 3,522 shares of Eli Lilly worth $3.24M as of Q1 2026.
  • Atlas Capital Advisors sold 106 Eli Lilly shares in Q1 2026, an estimated $107K.
  • Eli Lilly made up 0.37% of Atlas Capital Advisors's portfolio in Q1 2026, its #69 holding.
  • Atlas Capital Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 20 quarters since.
  • Atlas Capital Advisors's Eli Lilly position peaked at $3.9M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.