Capstone Wealth Management (Alabama)’s Eli Lilly LLY Stock Holding History

Capstone Wealth Management (Alabama)’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	$1.31M	Buy	1,096 +593	+118%	+$606K	0.61%	23
2026 Q1	$463K	Hold	503	–	–	0.32%	33
2025 Q4	$541K	Buy	503 +4	+0.8%	+$3.83K	0.39%	30
2025 Q3	$381K	Buy	499 +8	+2%	+$5.95K	0.29%	38
2025 Q2	$383K	Buy	491 +170	+53%	+$132K	0.34%	33
2025 Q1	$265K	Hold	321	–	–	0.26%	42
2024 Q4	$248K	Buy	+321	New	+$266K	0.24%	41

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s LLY Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Eli Lilly (LLY) stake by 118% in Q2 2026, buying an estimated $606K and bringing the position to 1,096 shares worth $1.31M. The position accounts for 0.61% of the portfolio, ranked #23.

Capstone Wealth Management (Alabama) first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,096 shares of Eli Lilly worth $1.31M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 593 Eli Lilly shares in Q2 2026, an estimated $606K.
Eli Lilly made up 0.61% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #23 holding.
Capstone Wealth Management (Alabama) first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.