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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
Q2 		$1.06M Buy
885
+289
+48% +$295K 0.35% 49
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 $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

Caerus Investment Advisors's LLY Position: Q2 2026 in Review

Caerus Investment Advisors increased its Eli Lilly (LLY) stake by 48% in Q2 2026, buying an estimated $295K and bringing the position to 885 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #49.

Caerus Investment Advisors first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Caerus Investment Advisors held 885 shares of Eli Lilly worth $1.06M as of Q2 2026.
  • Caerus Investment Advisors bought 289 Eli Lilly shares in Q2 2026, an estimated $295K.
  • Eli Lilly made up 0.35% of Caerus Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Caerus Investment Advisors first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.