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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kapstone Financial Advisors's LLY Position: Q1 2026 in Review

Kapstone Financial Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 252 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #124.

Kapstone Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $672K in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kapstone Financial Advisors held 252 shares of Eli Lilly worth $232K as of Q1 2026.
  • Kapstone Financial Advisors left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.11% of Kapstone Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • Kapstone Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
  • Kapstone Financial Advisors's Eli Lilly position peaked at $672K in Q3 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.