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Pacific Capital Partners’s Eli Lilly LLY Stock Holding History

Pacific Capital Partners’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 		$2.71M Buy
2,257
+1,150
+104% +$1.17M 2.34% 20
2026
Q1 		$1.02M Buy
+1,107
New +$1.12M 1% 31
2025
Q1 		– Sell
-1,246
Closed -$962K – 55
2024
Q4 		$962K Hold
1,246
– – 0.57% 42
2024
Q3 		$1.1M Hold
1,246
– – 0.65% 38
2024
Q2 		$1.13M Hold
1,246
– – 0.75% 41
2024
Q1 		$969K Hold
1,246
– – 0.63% 44
2023
Q4 		$726K Buy
1,246
+22
+2% +$12.8K 0.55% 48
2023
Q3 		$657K Buy
+1,224
New +$631K 0.4% 44

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

Pacific Capital Partners's LLY Position: Q2 2026 in Review

Pacific Capital Partners increased its Eli Lilly (LLY) stake by 104% in Q2 2026, buying an estimated $1.17M and bringing the position to 2,257 shares worth $2.71M. The position accounts for 2.34% of the portfolio, ranked #20.

Pacific Capital Partners first reported a position in LLY in Q3 2023 and has held it in 8 quarters since. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pacific Capital Partners held 2,257 shares of Eli Lilly worth $2.71M as of Q2 2026.
  • Pacific Capital Partners bought 1,150 Eli Lilly shares in Q2 2026, an estimated $1.17M.
  • Eli Lilly made up 2.34% of Pacific Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Pacific Capital Partners first reported a position in Eli Lilly in Q3 2023 and has held it in 8 quarters since.
  • 4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pacific Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.