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 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Advisors Wealth Management's LLY Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Eli Lilly (LLY) stake by 108% in Q2 2026, buying an estimated $573K and bringing the position to 1,082 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #84.

Capital Advisors Wealth Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 1,616 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Capital Advisors Wealth Management held 1,082 shares of Eli Lilly worth $1.3M as of Q2 2026.
Capital Advisors Wealth Management bought 561 Eli Lilly shares in Q2 2026, an estimated $573K.
Eli Lilly made up 0.15% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #84 holding.
Capital Advisors Wealth Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
1,616 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.