Sulzberger Capital Advisors
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Sulzberger Capital Advisors’s Eli Lilly LLY Stock Holding History

Sulzberger 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 		$1.37M Buy
1,187
+280
+31% +$330K 1.37% 22
2026
Q2 		$1.09M Buy
907
+30
+3% +$30.7K 1.06% 25
2026
Q1 		$807K Hold
877
– – 0.82% 26
2025
Q4 		$943K Buy
877
+26
+3% +$24.9K 0.95% 24
2025
Q3 		$649K Buy
851
+9
+1% +$6.7K 0.72% 23
2025
Q2 		$656K Sell
842
-72
-8% -$55.9K 0.77% 23
2025
Q1 		$755K Sell
914
-718
-44% -$597K 0.99% 20
2024
Q4 		$1.26M Buy
+1,632
New +$1.35M 1.42% 19

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Sulzberger Capital Advisors increased its Eli Lilly (LLY) stake by 31% in Q3 2026, buying an estimated $330K and bringing the position to 1,187 shares worth $1.37M. The position accounts for 1.37% of the portfolio, ranked #22.

Sulzberger Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Sulzberger Capital Advisors held 1,187 shares of Eli Lilly worth $1.37M as of Q3 2026.
  • Sulzberger Capital Advisors bought 280 Eli Lilly shares in Q3 2026, an estimated $330K.
  • Eli Lilly made up 1.37% of Sulzberger Capital Advisors's portfolio in Q3 2026, its #22 holding.
  • Sulzberger Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.