Heck Capital Advisors’s Eli Lilly LLY Stock Holding History

Heck 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	–	Sell	-800	Closed	-$860K	–	224
2025 Q4	$860K	Buy	+800	New	+$765K	0.06%	116
2025 Q2	–	Sell	-56	Closed	-$46.3K	–	227
2025 Q1	$46.3K	Hold	56	–	–	0.01%	169
2024 Q4	$43.2K	Hold	56	–	–	0.01%	162
2024 Q3	$49.6K	Hold	56	–	–	0.01%	161
2024 Q2	$50.7K	Sell	56 -4	-7%	-$3.2K	0.01%	158
2024 Q1	$46.7K	Buy	+60	New	+$42.7K	0.01%	159

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

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

Heck Capital Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 800 shares — an estimated $860K sold.

Heck Capital Advisors first reported a position in LLY in Q1 2024 and held it in 6 quarters. The position peaked at $860K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Heck Capital Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Heck Capital Advisors sold 800 Eli Lilly shares in Q1 2026, an estimated $860K.
Heck Capital Advisors first reported a position in Eli Lilly in Q1 2024 and held it in 6 quarters.
Heck Capital Advisors's Eli Lilly position peaked at $860K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.