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Elevatus Welath Management’s Eli Lilly LLY Stock Holding History

Elevatus Welath Management’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 		$1.1M Buy
917
+454
+98% +$464K 0.27% 76
2026
Q1 		$425K Sell
463
-51
-10% -$51.7K 0.22% 82
2025
Q4 		$552K Buy
514
+53
+11% +$50.7K 0.15% 86
2025
Q3 		$352K Buy
461
+118
+34% +$87.8K 0.1% 91
2025
Q2 		$268K Buy
343
+83
+32% +$64.5K 0.09% 91
2025
Q1 		$215K Sell
260
-384
-60% -$320K 0.12% 96
2024
Q4 		$497K Sell
644
-4,279
-87% -$3.54M 0.17% 58
2024
Q3 		$4.36M Sell
4,923
-1,125
-19% -$1.01M 1.43% 23
2024
Q2 		$5.48M Sell
6,048
-4,907
-45% -$3.93M 2.05% 12
2024
Q1 		$8.52M Buy
10,955
+10,210
+1,370% +$7.27M 3.36% 9
2023
Q4 		$434K Buy
745
+54
+8% +$31.5K 0.2% 57
2023
Q3 		$371K Buy
+691
New +$356K 0.34% 45

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

Elevatus Welath Management's LLY Position: Q2 2026 in Review

Elevatus Welath Management increased its Eli Lilly (LLY) stake by 98% in Q2 2026, buying an estimated $464K and bringing the position to 917 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #76.

Elevatus Welath Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.52M in Q1 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elevatus Welath Management held 917 shares of Eli Lilly worth $1.1M as of Q2 2026.
  • Elevatus Welath Management bought 454 Eli Lilly shares in Q2 2026, an estimated $464K.
  • Eli Lilly made up 0.27% of Elevatus Welath Management's portfolio in Q2 2026, its #76 holding.
  • Elevatus Welath Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • Elevatus Welath Management's Eli Lilly position peaked at $8.52M in Q1 2024.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.