Scott Capital Advisors’s Eli Lilly LLY Stock Holding History

Scott Capital 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	$324K	Hold	270	–	–	0.05%	52
2026 Q1	$254K	Hold	270	–	–	0.05%	53
2025 Q4	$290K	Sell	270 -552	-67%	-$528K	0.06%	47
2025 Q3	$695K	Buy	822 +51	+7%	+$38K	0.16%	35
2025 Q2	$607K	Buy	771 +76	+11%	+$59.1K	0.16%	35
2025 Q1	$574K	Buy	695 +12	+2%	+$9.98K	0.17%	33
2024 Q4	$545K	Sell	683 -55	-7%	-$45.5K	0.16%	33
2024 Q3	$654K	Buy	738 +17	+2%	+$15.3K	0.19%	31
2024 Q2	$672K	Buy	721 +70	+11%	+$56K	0.2%	30
2024 Q1	$493K	Buy	651 +151	+30%	+$107K	0.15%	36
2023 Q4	$291K	Buy	500 +65	+15%	+$37.9K	0.1%	41
2023 Q3	$268K	Buy	+435	New	+$224K	0.11%	40

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

Scott Capital Advisors's LLY Position: Q2 2026 in Review

Scott Capital Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 270 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #52.

Scott Capital Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $695K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Scott Capital Advisors held 270 shares of Eli Lilly worth $324K as of Q2 2026.
Scott Capital Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.05% of Scott Capital Advisors's portfolio in Q2 2026, its #52 holding.
Scott Capital Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Scott Capital Advisors's Eli Lilly position peaked at $695K in Q3 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.