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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
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
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Cresta Advisors's LLY Position: Q1 2026 in Review

Cresta Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 527 shares worth $485K. The position accounts for 0.2% of the portfolio, ranked #43.

Cresta Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $566K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cresta Advisors held 527 shares of Eli Lilly worth $485K as of Q1 2026.
  • Cresta Advisors left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.2% of Cresta Advisors's portfolio in Q1 2026, its #43 holding.
  • Cresta Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Cresta Advisors's Eli Lilly position peaked at $566K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.