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Caerus Investment Advisors’s Eli Lilly LLY Stock Holding History

Caerus Investment 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 		$548K Buy
596
+51
+9% +$51.7K 0.23% 91
2025
Q4 		$586K Buy
545
+255
+88% +$244K 0.19% 119
2025
Q3 		$221K Buy
+290
New +$216K 0.09% 249

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

Caerus Investment Advisors's LLY Position: Q1 2026 in Review

Caerus Investment Advisors increased its Eli Lilly (LLY) stake by 9.4% in Q1 2026, buying an estimated $51.7K and bringing the position to 596 shares worth $548K. The position accounts for 0.23% of the portfolio, ranked #91.

Caerus Investment Advisors first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $586K in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Caerus Investment Advisors held 596 shares of Eli Lilly worth $548K as of Q1 2026.
  • Caerus Investment Advisors bought 51 Eli Lilly shares in Q1 2026, an estimated $51.7K.
  • Eli Lilly made up 0.23% of Caerus Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • Caerus Investment Advisors first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Eli Lilly position peaked at $586K in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.