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U.S. Capital Wealth Advisors’s Eli Lilly LLY Stock Holding History

U.S. 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
Q1 		$16.1M Buy
17,474
+8,863
+103% +$8.99M 0.4% 56
2025
Q4 		$9.25M Sell
8,611
-595
-6% -$569K 0.24% 102
2025
Q3 		$7.02M Sell
9,206
-2,781
-23% -$2.07M 0.19% 133
2025
Q2 		$9.34M Buy
11,987
+3,342
+39% +$2.6M 0.27% 91
2025
Q1 		$7.14M Sell
8,645
-11,531
-57% -$9.59M 0.22% 121
2024
Q4 		$15.6M Buy
20,176
+11,556
+134% +$9.57M 0.48% 43
2024
Q3 		$7.64M Buy
8,620
+631
+8% +$567K 0.27% 81
2024
Q2 		$7.23M Buy
7,989
+114
+1% +$91.2K 0.27% 83
2024
Q1 		$6.13M Buy
7,875
+830
+12% +$591K 0.24% 103
2023
Q4 		$4.11M Sell
7,045
-525
-7% -$306K 0.16% 135
2023
Q3 		$4.07M Sell
7,570
-210
-3% -$108K 0.18% 120
2023
Q2 		$3.65M Buy
7,780
+713
+10% +$299K 0.17% 124
2023
Q1 		$2.43M Buy
7,067
+146
+2% +$49.2K 0.11% 175
2022
Q4 		$2.53M Buy
6,921
+887
+15% +$314K 0.12% 169
2022
Q3 		$1.95M Sell
6,034
-92
-2% -$29.1K 0.1% 192
2022
Q2 		$1.99M Buy
6,126
+331
+6% +$99.4K 0.09% 218
2022
Q1 		$1.66M Buy
5,795
+56
+1% +$14.4K 0.06% 306
2021
Q4 		$1.58M Buy
5,739
+60
+1% +$15.2K 0.06% 310
2021
Q3 		$1.31M Buy
+5,679
New +$1.4M 0.06% 333

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

U.S. Capital Wealth Advisors's LLY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eli Lilly (LLY) stake by 103% in Q1 2026, buying an estimated $8.99M and bringing the position to 17,474 shares worth $16.1M. The position accounts for 0.4% of the portfolio, ranked #56.

U.S. Capital Wealth Advisors first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. 4,380 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • U.S. Capital Wealth Advisors held 17,474 shares of Eli Lilly worth $16.1M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 8,863 Eli Lilly shares in Q1 2026, an estimated $8.99M.
  • Eli Lilly made up 0.4% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • U.S. Capital Wealth Advisors first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
  • 4,380 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.