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Capital Advisors Wealth Management’s Eli Lilly LLY Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$1.37M Buy
1,180
+98
+9% +$116K 0.15% 83
2026
Q2 		$1.3M Buy
1,082
+561
+108% +$573K 0.15% 84
2026
Q1 		$479K Sell
521
-11
-2% -$11.2K 0.06% 132
2025
Q4 		$571K Buy
532
+39
+8% +$37.3K 0.08% 120
2025
Q3 		$377K Sell
493
-19
-4% -$14.1K 0.05% 142
2025
Q2 		$399K Buy
512
+93
+22% +$72.3K 0.06% 132
2025
Q1 		$346K Buy
419
+28
+7% +$23.3K 0.06% 128
2024
Q4 		$302K Sell
391
-22
-5% -$18.2K 0.05% 132
2024
Q3 		$366K Buy
413
+13
+3% +$11.7K 0.07% 113
2024
Q2 		$362K Hold
400
– – 0.07% 107
2024
Q1 		$311K Hold
400
– – 0.06% 113
2023
Q4 		$233K Sell
400
-8
-2% -$4.67K 0.05% 130
2023
Q3 		$219K Buy
+408
New +$210K 0.06% 123

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Capital Advisors Wealth Management's LLY Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Eli Lilly (LLY) stake by 9.1% in Q3 2026, buying an estimated $116K and bringing the position to 1,180 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #83.

Capital Advisors Wealth Management first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Capital Advisors Wealth Management held 1,180 shares of Eli Lilly worth $1.37M as of Q3 2026.
  • Capital Advisors Wealth Management bought 98 Eli Lilly shares in Q3 2026, an estimated $116K.
  • Eli Lilly made up 0.15% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Capital Advisors Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.