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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
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 $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

Carrera Capital Advisors's LLY Position: Q1 2026 in Review

Carrera Capital Advisors reduced its Eli Lilly (LLY) stake by 4.2% in Q1 2026, selling an estimated $37.5K and leaving 836 shares worth $769K. The position accounts for 0.12% of the portfolio, ranked #95.

Carrera Capital Advisors first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $939K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Carrera Capital Advisors held 836 shares of Eli Lilly worth $769K as of Q1 2026.
  • Carrera Capital Advisors sold 37 Eli Lilly shares in Q1 2026, an estimated $37.5K.
  • Eli Lilly made up 0.12% of Carrera Capital Advisors's portfolio in Q1 2026, its #95 holding.
  • Carrera Capital Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Carrera Capital Advisors's Eli Lilly position peaked at $939K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.