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Fortis Capital Advisors’s Eli Lilly LLY Stock Holding History

Fortis 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 		$4.42M Buy
3,684
+477
+15% +$487K 0.5% 35
2026
Q1 		$2.95M Buy
3,207
+203
+7% +$206K 0.39% 42
2025
Q4 		$3.23M Buy
3,004
+1,391
+86% +$1.33M 0.48% 32
2025
Q3 		$1.23M Sell
1,613
-158
-9% -$118K 0.2% 81
2025
Q2 		$1.38M Buy
1,771
+37
+2% +$28.8K 0.25% 61
2025
Q1 		$1.43M Sell
1,734
-213
-11% -$177K 0.29% 55
2024
Q4 		$1.87M Buy
1,947
+117
+6% +$96.9K 0.64% 26
2024
Q3 		$1.62M Sell
1,830
-806
-31% -$725K 0.54% 31
2024
Q2 		$2.39M Buy
2,636
+531
+25% +$425K 0.86% 17
2024
Q1 		$1.64M Sell
2,105
-8
-0.4% -$5.69K 0.69% 23
2023
Q4 		$1.23M Buy
2,113
+772
+58% +$451K 0.66% 26
2023
Q3 		$720K Sell
1,341
-66
-5% -$34K 0.46% 38
2023
Q2 		$660K Buy
1,407
+539
+62% +$226K 0.39% 45
2023
Q1 		$298K Sell
868
-269
-24% -$90.7K 0.16% 84
2022
Q4 		$416K Buy
+1,137
New +$403K 0.25% 61

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

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

Fortis Capital Advisors increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $487K and bringing the position to 3,684 shares worth $4.42M. The position accounts for 0.5% of the portfolio, ranked #35.

Fortis Capital Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fortis Capital Advisors held 3,684 shares of Eli Lilly worth $4.42M as of Q2 2026.
  • Fortis Capital Advisors bought 477 Eli Lilly shares in Q2 2026, an estimated $487K.
  • Eli Lilly made up 0.5% of Fortis Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Fortis Capital Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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