ECA
LLY icon

Elevate Capital Advisors’s Eli Lilly LLY Stock Holding History

Elevate 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 		$2.58M Sell
2,151
-574
-21% -$586K 1.42% 17
2026
Q1 		$2.51M Buy
2,725
+293
+12% +$297K 1.62% 18
2025
Q4 		$2.61M Buy
2,432
+1,781
+274% +$1.7M 1.73% 22
2025
Q3 		$497K Buy
651
+266
+69% +$198K 0.35% 58
2025
Q2 		$300K Buy
385
+57
+17% +$44.3K 0.24% 61
2025
Q1 		$271K Sell
328
-12
-4% -$9.98K 0.25% 54
2024
Q4 		$262K Buy
+340
New +$282K 0.23% 63

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

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

Elevate Capital Advisors reduced its Eli Lilly (LLY) stake by 21% in Q2 2026, selling an estimated $586K and leaving 2,151 shares worth $2.58M. The position accounts for 1.42% of the portfolio, ranked #17.

Elevate Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elevate Capital Advisors held 2,151 shares of Eli Lilly worth $2.58M as of Q2 2026.
  • Elevate Capital Advisors sold 574 Eli Lilly shares in Q2 2026, an estimated $586K.
  • Eli Lilly made up 1.42% of Elevate Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Elevate Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Elevate Capital Advisors's Eli Lilly position peaked at $2.61M in Q4 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.