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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fortis Capital Advisors increased its Eli Lilly (LLY) stake by 6.8% in Q1 2026, buying an estimated $206K and bringing the position to 3,207 shares worth $2.95M. The position accounts for 0.39% of the portfolio, ranked #42.

Fortis Capital Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.23M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Fortis Capital Advisors held 3,207 shares of Eli Lilly worth $2.95M as of Q1 2026.
Fortis Capital Advisors bought 203 Eli Lilly shares in Q1 2026, an estimated $206K.
Eli Lilly made up 0.39% of Fortis Capital Advisors's portfolio in Q1 2026, its #42 holding.
Fortis Capital Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Fortis Capital Advisors's Eli Lilly position peaked at $3.23M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.