Cresta Advisors’s Eli Lilly LLY Stock Holding History

Cresta 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	$632K	Hold	527	–	–	0.23%	39
2026 Q1	$485K	Hold	527	–	–	0.2%	43
2025 Q4	$566K	Sell	527 -8	-1%	-$7.65K	0.24%	37
2025 Q3	$408K	Hold	535	–	–	0.18%	39
2025 Q2	$417K	Hold	535	–	–	0.2%	37
2025 Q1	$442K	Hold	535	–	–	0.23%	38
2024 Q4	$474K	Hold	535	–	–	0.25%	38
2024 Q3	$474K	Hold	535	–	–	0.25%	38
2024 Q2	$484K	Buy	535 +24	+5%	+$19.2K	0.29%	37
2024 Q1	$398K	Buy	511 +5	+1%	+$3.56K	0.25%	38
2023 Q4	$295K	Buy	+506	New	+$295K	0.2%	50

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cresta Advisors's LLY Position: Q2 2026 in Review

Cresta Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 527 shares worth $632K. The position accounts for 0.23% of the portfolio, ranked #39.

Cresta Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Cresta Advisors held 527 shares of Eli Lilly worth $632K as of Q2 2026.
Cresta Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.23% of Cresta Advisors's portfolio in Q2 2026, its #39 holding.
Cresta Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.