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Pacific Capital Wealth Advisors’s Eli Lilly LLY Stock Holding History

Pacific Capital Wealth 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 		$570K Sell
475
-1
-0.2% -$1.02K 0.09% 56
2026
Q1 		$438K Buy
476
+32
+7% +$32.4K 0.07% 60
2025
Q4 		$477K Sell
444
-198
-31% -$189K 0.08% 54
2025
Q3 		$490K Buy
642
+55
+9% +$40.9K 0.08% 50
2025
Q2 		$454K Hold
587
– – 0.08% 51
2025
Q1 		$485K Sell
587
-1
-0.2% -$832 0.08% 53
2024
Q4 		$454K Sell
588
-17
-3% -$14.1K 0.08% 51
2024
Q3 		$536K Buy
605
+31
+5% +$27.9K 0.09% 50
2024
Q2 		$520K Buy
574
+137
+31% +$110K 0.09% 45
2024
Q1 		$340K Buy
437
+13
+3% +$9.25K 0.08% 50
2023
Q4 		$247K Hold
424
– – 0.06% 55
2023
Q3 		$228K Buy
+424
New +$218K 0.06% 62

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pacific Capital Wealth Advisors's LLY Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.21% in Q2 2026, selling an estimated $1.02K and leaving 475 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #56.

Pacific Capital Wealth Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pacific Capital Wealth Advisors held 475 shares of Eli Lilly worth $570K as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.09% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Pacific Capital Wealth Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.