Capitol Family Office’s Eli Lilly LLY Stock Holding History

Capitol Family Office’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	$2.47M	Sell	2,060 -114	-5%	-$116K	2.61%	6
2026 Q1	$2.34M	Hold	2,174	–	–	2.76%	8
2025 Q4	$2.34M	Sell	2,174 -117	-5%	-$112K	2.76%	8
2025 Q3	$1.75M	Buy	2,291 +30	+1%	+$22.3K	2.12%	9
2025 Q2	$1.76M	Sell	2,261 -67	-3%	-$52.1K	2.3%	9
2025 Q1	$1.92M	Sell	2,328 -736	-24%	-$612K	2.72%	9
2024 Q4	$2.37M	Sell	3,064 -127	-4%	-$105K	3.16%	8
2024 Q3	$2.83M	Sell	3,191 -56	-2%	-$50.3K	3.5%	9
2024 Q2	$2.94M	Sell	3,247 -242	-7%	-$194K	3.93%	7
2024 Q1	$2.71M	Sell	3,489 -157	-4%	-$112K	3.51%	8
2023 Q4	$2.13M	Sell	3,646 -192	-5%	-$112K	3.58%	11
2023 Q3	$2.06M	Buy	+3,838	New	+$1.98M	3.88%	10

Other funds holding LLY

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capitol Family Office's LLY Position: Q2 2026 in Review

Capitol Family Office reduced its Eli Lilly (LLY) stake by 5.2% in Q2 2026, selling an estimated $116K and leaving 2,060 shares worth $2.47M. The position accounts for 2.61% of the portfolio, ranked #6.

Capitol Family Office first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q2 2024. 2,821 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Capitol Family Office held 2,060 shares of Eli Lilly worth $2.47M as of Q2 2026.
Capitol Family Office sold 114 Eli Lilly shares in Q2 2026, an estimated $116K.
Eli Lilly made up 2.61% of Capitol Family Office's portfolio in Q2 2026, its #6 holding.
Capitol Family Office first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Capitol Family Office's Eli Lilly position peaked at $2.94M in Q2 2024.
2,821 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.