Capstone Financial Advisors’s Eli Lilly LLY Stock Holding History

Capstone Financial 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 Q1	$576K	Buy	627 +12	+2%	+$12.2K	0.03%	92
2025 Q4	$661K	Buy	615 +1	+0.2%	+$956	0.04%	80
2025 Q3	$469K	Buy	614 +230	+60%	+$171K	0.03%	101
2025 Q2	$299K	Buy	384 +52	+16%	+$40.4K	0.02%	124
2025 Q1	$274K	Sell	332 -82	-20%	-$68.2K	0.02%	121
2024 Q4	$320K	Sell	414 -1,528	-79%	-$1.27M	0.02%	115
2024 Q3	$1.72M	Buy	1,942 +1,250	+181%	+$1.12M	0.11%	42
2024 Q2	$626K	Buy	692 +64	+10%	+$51.2K	0.04%	73
2024 Q1	$489K	Buy	628 +189	+43%	+$135K	0.03%	85
2023 Q4	$256K	Buy	439 +3	+0.7%	+$1.75K	0.02%	115
2023 Q3	$234K	Sell	436 -59	-12%	-$30.4K	0.02%	114
2023 Q2	$232K	Buy	+495	New	+$208K	0.02%	114

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capstone Financial Advisors's LLY Position: Q1 2026 in Review

Capstone Financial Advisors increased its Eli Lilly (LLY) stake by 2% in Q1 2026, buying an estimated $12.2K and bringing the position to 627 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #92.

Capstone Financial Advisors first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.72M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Capstone Financial Advisors held 627 shares of Eli Lilly worth $576K as of Q1 2026.
Capstone Financial Advisors bought 12 Eli Lilly shares in Q1 2026, an estimated $12.2K.
Eli Lilly made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #92 holding.
Capstone Financial Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Capstone Financial Advisors's Eli Lilly position peaked at $1.72M in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.