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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
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 $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

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

Elevated Capital Advisors reduced its Eli Lilly (LLY) stake by 42% in Q1 2026, selling an estimated $567K and leaving 765 shares worth $704K. The position accounts for 0.18% of the portfolio, ranked #138.

Elevated Capital Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Elevated Capital Advisors held 765 shares of Eli Lilly worth $704K as of Q1 2026.
  • Elevated Capital Advisors sold 559 Eli Lilly shares in Q1 2026, an estimated $567K.
  • Eli Lilly made up 0.18% of Elevated Capital Advisors's portfolio in Q1 2026, its #138 holding.
  • Elevated Capital Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Elevated Capital Advisors's Eli Lilly position peaked at $1.56M in Q4 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.