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

Vanguard 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	$882K	Buy	735 +154	+27%	+$157K	0.6%	37
2026 Q1	$534K	Buy	581 +6	+1%	+$6.08K	0.49%	48
2025 Q4	$618K	Sell	575 -110	-16%	-$105K	0.49%	41
2025 Q3	$523K	Buy	685 +2	+0.3%	+$1.49K	0.42%	53
2025 Q2	$532K	Buy	683 +128	+23%	+$99.5K	0.53%	46
2025 Q1	$458K	Sell	555 -10	-2%	-$8.32K	0.56%	40
2024 Q4	$436K	Hold	565	–	–	0.48%	48
2024 Q3	$501K	Hold	565	–	–	0.53%	45
2024 Q2	$512K	Hold	565	–	–	0.35%	62
2024 Q1	$440K	Buy	565 +20	+4%	+$14.2K	0.31%	73
2023 Q4	$318K	Buy	545 +50	+10%	+$29.2K	0.26%	85
2023 Q3	$266K	Buy	+495	New	+$255K	0.25%	86
2018 Q3	–	Sell	-9,396	Closed	-$801K	–	132
2018 Q2	$801K	Buy	+9,396	New	+$772K	1.06%	29

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

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

Vanguard Capital Wealth Advisors increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $157K and bringing the position to 735 shares worth $882K. The position accounts for 0.6% of the portfolio, ranked #37.

Vanguard Capital Wealth Advisors first reported a position in LLY in Q2 2018 and has held it in 13 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Vanguard Capital Wealth Advisors held 735 shares of Eli Lilly worth $882K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 154 Eli Lilly shares in Q2 2026, an estimated $157K.
Eli Lilly made up 0.6% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Vanguard Capital Wealth Advisors first reported a position in Eli Lilly in Q2 2018 and has held it in 13 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.