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Capital Squared Financial’s Eli Lilly LLY Stock Holding History

Capital Squared Financial’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 		$345K Buy
288
+5
+2% +$5.11K 0.23% 68
2026
Q1 		$261K Buy
283
+62
+28% +$62.9K 0.2% 75
2025
Q4 		$237K Buy
+221
New +$211K 0.19% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Squared Financial's LLY Position: Q2 2026 in Review

Capital Squared Financial increased its Eli Lilly (LLY) stake by 1.8% in Q2 2026, buying an estimated $5.11K and bringing the position to 288 shares worth $345K. The position accounts for 0.23% of the portfolio, ranked #68.

Capital Squared Financial first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Capital Squared Financial held 288 shares of Eli Lilly worth $345K as of Q2 2026.
  • Capital Squared Financial bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.23% of Capital Squared Financial's portfolio in Q2 2026, its #68 holding.
  • Capital Squared Financial first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.