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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
Q2 		$858K Buy
715
+88
+14% +$89.9K 0.04% 77
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Advisors's LLY Position: Q2 2026 in Review

Capstone Financial Advisors increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $89.9K and bringing the position to 715 shares worth $858K. The position accounts for 0.04% of the portfolio, ranked #77.

Capstone Financial Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Capstone Financial Advisors held 715 shares of Eli Lilly worth $858K as of Q2 2026.
  • Capstone Financial Advisors bought 88 Eli Lilly shares in Q2 2026, an estimated $89.9K.
  • Eli Lilly made up 0.04% of Capstone Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Capstone Financial Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • Capstone Financial Advisors's Eli Lilly position peaked at $1.72M in Q3 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.