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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
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 $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

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

Elevate Capital Advisors increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $297K and bringing the position to 2,725 shares worth $2.51M. The position accounts for 1.62% of the portfolio, ranked #18.

Elevate Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Elevate Capital Advisors held 2,725 shares of Eli Lilly worth $2.51M as of Q1 2026.
  • Elevate Capital Advisors bought 293 Eli Lilly shares in Q1 2026, an estimated $297K.
  • Eli Lilly made up 1.62% of Elevate Capital Advisors's portfolio in Q1 2026, its #18 holding.
  • Elevate Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Elevate Capital Advisors's Eli Lilly position peaked at $2.61M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.