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Carrera Capital Advisors’s Eli Lilly LLY Stock Holding History

Carrera Capital 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 		$1.21M Buy
1,007
+171
+20% +$175K 0.18% 89
2026
Q1 		$769K Sell
836
-37
-4% -$37.5K 0.12% 95
2025
Q4 		$939K Buy
873
+144
+20% +$138K 0.16% 76
2025
Q3 		$557K Buy
729
+53
+8% +$39.4K 0.1% 88
2025
Q2 		$527K Buy
676
+43
+7% +$33.4K 0.11% 93
2025
Q1 		$523K Buy
633
+257
+68% +$214K 0.12% 105
2024
Q4 		$290K Buy
376
+101
+37% +$83.6K 0.07% 118
2024
Q3 		$244K Buy
+275
New +$247K 0.06% 102

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

Carrera Capital Advisors's LLY Position: Q2 2026 in Review

Carrera Capital Advisors increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $175K and bringing the position to 1,007 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #89.

Carrera Capital Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Carrera Capital Advisors held 1,007 shares of Eli Lilly worth $1.21M as of Q2 2026.
  • Carrera Capital Advisors bought 171 Eli Lilly shares in Q2 2026, an estimated $175K.
  • Eli Lilly made up 0.18% of Carrera Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • Carrera Capital Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.