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 Q3	$238K	Sell	200 -70	-26%	-$82.6K	0.03%	68
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%	+$10K	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 $104B AUM 51.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Scott Capital Advisors's LLY Position: Q3 2026 in Review

Scott Capital Advisors reduced its Eli Lilly (LLY) stake by 26% in Q3 2026, selling an estimated $82.6K and leaving 200 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #68.

Scott Capital Advisors first reported a position in LLY in Q3 2023 and has held it in 13 quarters since. The position peaked at $695K in Q3 2025. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Scott Capital Advisors held 200 shares of Eli Lilly worth $238K as of Q3 2026.
Scott Capital Advisors sold 70 Eli Lilly shares in Q3 2026, an estimated $82.6K.
Eli Lilly made up 0.03% of Scott Capital Advisors's portfolio in Q3 2026, its #68 holding.
Scott Capital Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 13 quarters since.
Scott Capital Advisors's Eli Lilly position peaked at $695K in Q3 2025.
2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.