Elevated Capital Advisors
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Elevated Capital Advisors’s Eli Lilly LLY Stock Holding History

Elevated 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
Q3 		$344K Sell
297
-85
-22% -$100K 0.11% 122
2026
Q2 		$458K Sell
382
-383
-50% -$391K 0.13% 135
2026
Q1 		$704K Sell
765
-559
-42% -$567K 0.18% 138
2025
Q4 		$1.42M Sell
1,324
-286
-18% -$273K 0.33% 77
2025
Q3 		$1.23M Sell
1,610
-223
-12% -$166K 0.31% 83
2025
Q2 		$1.51M Hold
1,833
– – 0.42% 53
2025
Q1 		$1.51M Sell
1,833
-189
-9% -$157K 0.42% 53
2024
Q4 		$1.56M Buy
2,022
+658
+48% +$545K 0.43% 51
2024
Q3 		$1.21M Buy
1,364
+235
+21% +$211K 0.32% 81
2024
Q2 		$1.02M Buy
1,129
+69
+7% +$55.2K 0.29% 88
2024
Q1 		$825K Sell
1,060
-19
-2% -$13.5K 0.24% 104
2023
Q4 		$629K Buy
1,079
+19
+2% +$11.1K 0.2% 119
2023
Q3 		$569K Sell
1,060
-57
-5% -$29.4K 0.19% 115
2023
Q2 		$524K Buy
1,117
+59
+6% +$24.7K 0.17% 129
2023
Q1 		$363K Buy
1,058
+60
+6% +$20.2K 0.13% 140
2022
Q4 		$365K Buy
+998
New +$354K 0.14% 130

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Elevated Capital Advisors's LLY Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Eli Lilly (LLY) stake by 22% in Q3 2026, selling an estimated $100K and leaving 297 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #122.

Elevated Capital Advisors first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Elevated Capital Advisors held 297 shares of Eli Lilly worth $344K as of Q3 2026.
  • Elevated Capital Advisors sold 85 Eli Lilly shares in Q3 2026, an estimated $100K.
  • Eli Lilly made up 0.11% of Elevated Capital Advisors's portfolio in Q3 2026, its #122 holding.
  • Elevated Capital Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Elevated Capital Advisors's Eli Lilly position peaked at $1.56M in Q4 2024.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.