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
Q2 		– Sell
-1,600
Closed -$1.47M – 3349
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 $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

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

CAPTRUST Financial Advisors increased its Eli Lilly (LLY) stake by 53% in Q2 2026, buying an estimated $109M and bringing the position to 308,951 shares worth $371M. The position accounts for 0.57% of the portfolio, ranked #31.

CAPTRUST Financial Advisors first reported a position in LLY in Q3 2017 and has held it in 36 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CAPTRUST Financial Advisors held 308,951 shares of Eli Lilly worth $371M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 106,745 Eli Lilly shares in Q2 2026, an estimated $109M.
  • Eli Lilly made up 0.57% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • CAPTRUST Financial Advisors first reported a position in Eli Lilly in Q3 2017 and has held it in 36 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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