Capstone Investment Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.7M | Buy |
5,107
+3,746
| +275% | +$3.8M | 0.01% | 433 |
|
|
2025
Q4 | $1.46M | Sell |
1,361
-20,927
| -94% | -$20M | ﹤0.01% | 722 |
|
|
2025
Q3 | $17M | Buy |
22,288
+9,903
| +80% | +$7.37M | 0.03% | 226 |
|
|
2025
Q2 | $9.65M | Buy |
12,385
+167
| +1% | +$130K | 0.02% | 254 |
|
|
2025
Q1 | $10.1M | Sell |
12,218
-13,003
| -52% | -$10.8M | 0.03% | 299 |
|
|
2024
Q4 | $19.5M | Buy |
25,221
+15,140
| +150% | +$12.5M | 0.05% | 220 |
|
|
2024
Q3 | $8.93M | Buy |
10,081
+9,975
| +9,410% | +$8.97M | 0.03% | 324 |
|
|
2024
Q2 | $96K | Sell |
106
-425
| -80% | -$340K | ﹤0.01% | 1893 |
|
|
2024
Q1 | $413K | Buy |
+531
| New | +$378K | ﹤0.01% | 1661 |
|
|
2023
Q4 | – | Sell |
-6,200
| Closed | -$3.62M | – | 2265 |
|
|
2023
Q3 | $3.33M | Buy |
+6,200
| New | +$3.19M | 0.02% | 548 |
|
|
2023
Q2 | – | Sell |
-1,839
| Closed | -$771K | – | 1889 |
|
|
2023
Q1 | $632K | Buy |
1,839
+913
| +99% | +$308K | ﹤0.01% | 938 |
|
|
2022
Q4 | $339K | Buy |
+926
| New | +$328K | ﹤0.01% | 1199 |
|
|
2022
Q3 | – | Sell |
-4,112
| Closed | -$1.3M | – | 1715 |
|
|
2022
Q2 | $1.33M | Sell |
4,112
-18,707
| -82% | -$5.62M | 0.01% | 913 |
|
|
2022
Q1 | $6.54M | Buy |
22,819
+20,307
| +808% | +$5.23M | 0.02% | 608 |
|
|
2021
Q4 | $694K | Sell |
2,512
-6,457
| -72% | -$1.64M | ﹤0.01% | 1399 |
|
|
2021
Q3 | $2.07M | Sell |
8,969
-40,516
| -82% | -$10M | ﹤0.01% | 1175 |
|
|
2021
Q2 | $11.4M | Buy |
49,485
+36,894
| +293% | +$7.41M | 0.03% | 501 |
|
|
2021
Q1 | $2.35M | Buy |
12,591
+10,687
| +561% | +$2.09M | 0.01% | 877 |
|
|
2020
Q4 | $321K | Sell |
1,904
-20,477
| -91% | -$3.06M | ﹤0.01% | 1356 |
|
|
2020
Q3 | $3.31M | Buy |
+22,381
| New | +$3.46M | 0.02% | 639 |
|
|
2020
Q1 | – | Sell |
-4,008
| Closed | -$551K | – | 1279 |
|
|
2019
Q4 | $527K | Sell |
4,008
-5,816
| -59% | -$674K | ﹤0.01% | 1137 |
|
|
2019
Q3 | $1.1M | Sell |
9,824
-53,574
| -85% | -$5.96M | 0.01% | 907 |
|
|
2019
Q2 | $7.02M | Buy |
63,398
+37,042
| +141% | +$4.36M | 0.05% | 379 |
|
|
2019
Q1 | $3.42M | Buy |
+26,356
| New | +$3.2M | 0.03% | 454 |
|
|
2018
Q3 | – | Sell |
-3,106
| Closed | -$311K | – | 1323 |
|
|
2018
Q2 | $265K | Buy |
+3,106
| New | +$255K | ﹤0.01% | 548 |
|
|
2016
Q2 | – | Sell |
-43,496
| Closed | -$3.13M | – | 779 |
|
|
2016
Q1 | $3.13M | Buy |
+43,496
| New | +$3.29M | 0.1% | 142 |
|
|
2014
Q1 | – | Sell |
-9,474
| Closed | -$483K | – | 468 |
|
|
2013
Q4 | $483K | Buy |
9,474
+5,374
| +131% | +$269K | 0.01% | 431 |
|
|
2013
Q3 | $206K | Buy |
+4,100
| New | +$215K | ﹤0.01% | 498 |
|
Other funds holding LLY
VCM
VPM
Capstone Investment Advisors's LLY Position: Q1 2026 in Review
Capstone Investment Advisors increased its Eli Lilly (LLY) stake by 275% in Q1 2026, buying an estimated $3.8M and bringing the position to 5,107 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #433.
Capstone Investment Advisors first reported a position in LLY in Q3 2013 and has held it in 28 quarters since. The position peaked at $19.5M in Q4 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Capstone Investment Advisors held 5,107 shares of Eli Lilly worth $4.7M as of Q1 2026.
- Capstone Investment Advisors bought 3,746 Eli Lilly shares in Q1 2026, an estimated $3.8M.
- Eli Lilly made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #433 holding.
- Capstone Investment Advisors first reported a position in Eli Lilly in Q3 2013 and has held it in 28 quarters since.
- Capstone Investment Advisors's Eli Lilly position peaked at $19.5M in Q4 2024.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.