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Mountain Capital Investment Advisors’s Eli Lilly LLY Stock Holding History

Mountain Capital Investment 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 		$414K Buy
345
+15
+5% +$15.3K 0.06% 47
2026
Q1 		$286K Sell
330
-182
-36% -$185K 0.04% 63
2025
Q4 		$545K Sell
512
-7
-1% -$6.69K 0.09% 33
2025
Q3 		$429K Sell
519
-12
-2% -$8.93K 0.08% 44
2025
Q2 		$412K Buy
531
+87
+20% +$67.6K 0.08% 36
2025
Q1 		$382K Buy
444
+73
+20% +$60.7K 0.08% 33
2024
Q4 		$269K Buy
371
+117
+46% +$96.9K 0.06% 44
2024
Q3 		$208K Buy
254
+16
+7% +$14.4K 0.05% 54
2024
Q2 		$226K Buy
+238
New +$190K 0.06% 42
2017
Q4 		– Sell
-799
Closed -$68K – 248
2017
Q3 		$68K Hold
799
– – 0.06% 92
2017
Q2 		$66K Buy
+799
New +$65.2K 0.06% 110

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

Mountain Capital Investment Advisors's LLY Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Eli Lilly (LLY) stake by 4.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 345 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #47.

Mountain Capital Investment Advisors first reported a position in LLY in Q2 2017 and has held it in 11 quarters since. The position peaked at $545K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mountain Capital Investment Advisors held 345 shares of Eli Lilly worth $414K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
  • Eli Lilly made up 0.06% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Mountain Capital Investment Advisors first reported a position in Eli Lilly in Q2 2017 and has held it in 11 quarters since.
  • Mountain Capital Investment Advisors's Eli Lilly position peaked at $545K in Q4 2025.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.