New England Capital Financial Advisors’s Eli Lilly LLY Stock Holding History

New England Capital 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	$41.3K	Hold	34	–	–	0.01%	149
2026 Q1	$31.6K	Hold	34	–	–	0.01%	156
2025 Q4	$36.9K	Buy	34 +20	+143%	+$19.1K	0.01%	153
2025 Q3	$10.9K	Hold	14	–	–	﹤0.01%	249
2025 Q2	$11.1K	Hold	14	–	–	0.01%	238
2025 Q1	$11.8K	Hold	14	–	–	0.01%	217
2024 Q4	$11K	Hold	14	–	–	0.01%	224
2024 Q3	$12.6K	Hold	14	–	–	0.01%	213
2024 Q2	$12.8K	Hold	14	–	–	0.01%	212
2024 Q1	$11K	Hold	14	–	–	0.01%	219
2023 Q4	$8.24K	Hold	14	–	–	0.01%	243
2023 Q3	$7.58K	Sell	14 -101	-88%	-$52K	0.01%	244
2023 Q2	$53.7K	Hold	115	–	–	0.04%	106
2023 Q1	$39.3K	Buy	115 +15	+15%	+$5.06K	0.03%	136
2022 Q4	$34.8K	Buy	+100	New	+$35.5K	0.02%	144

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New England Capital Financial Advisors's LLY Position: Q2 2026 in Review

New England Capital Financial Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 34 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #149.

New England Capital Financial Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.7K in Q2 2023. 1,644 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

New England Capital Financial Advisors held 34 shares of Eli Lilly worth $41.3K as of Q2 2026.
New England Capital Financial Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #149 holding.
New England Capital Financial Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Eli Lilly position peaked at $53.7K in Q2 2023.
1,644 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.