CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Eli Lilly LLY Stock Holding History

CAPTRUST 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 		$1.47M Buy
+1,600
New +$1.62M ﹤0.01% 1378
2023
Q4 		– Sell
-5,000
Closed -$2.69K – 2740
2023
Q3 		$2.69K Buy
+5,000
New +$2.58M ﹤0.01% 2558

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its Eli Lilly (LLY) stake by 22% in Q1 2026, buying an estimated $36.9M and bringing the position to 202,206 shares worth $186M. The position accounts for 0.32% of the portfolio, ranked #63.

CAPTRUST Financial Advisors first reported a position in LLY in Q3 2017 and has held it in 35 quarters since. The position peaked at $237M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • CAPTRUST Financial Advisors held 202,206 shares of Eli Lilly worth $186M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 36,417 Eli Lilly shares in Q1 2026, an estimated $36.9M.
  • Eli Lilly made up 0.32% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • CAPTRUST Financial Advisors first reported a position in Eli Lilly in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Eli Lilly position peaked at $237M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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