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Kapstone Financial Advisors’s Eli Lilly LLY Stock Holding History

Kapstone Financial 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 		$421K Buy
351
+99
+39% +$101K 0.18% 88
2026
Q1 		$232K Hold
252
– – 0.11% 124
2025
Q4 		$271K Buy
+252
New +$241K 0.13% 96
2025
Q2 		– Sell
-252
Closed -$208K – 124
2025
Q1 		$208K Hold
252
– – 0.12% 99
2024
Q4 		$203K Sell
252
-514
-67% -$426K 0.11% 102
2024
Q3 		$672K Buy
766
+256
+50% +$230K 0.41% 47
2024
Q2 		$462K Buy
510
+45
+10% +$36K 0.3% 58
2024
Q1 		$362K Hold
465
– – 0.25% 69
2023
Q4 		$292K Buy
+465
New +$271K 0.23% 78

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

Kapstone Financial Advisors's LLY Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Eli Lilly (LLY) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 351 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #88.

Kapstone Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $672K in Q3 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kapstone Financial Advisors held 351 shares of Eli Lilly worth $421K as of Q2 2026.
  • Kapstone Financial Advisors bought 99 Eli Lilly shares in Q2 2026, an estimated $101K.
  • Eli Lilly made up 0.18% of Kapstone Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Kapstone Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
  • Kapstone Financial Advisors's Eli Lilly position peaked at $672K in Q3 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.