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Westover Capital Advisors’s Eli Lilly LLY Stock Holding History

Westover 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
Q1 		$3.36M Buy
3,656
+1,585
+77% +$1.61M 0.62% 40
2025
Q4 		$2.23M Buy
2,071
+187
+10% +$179K 0.41% 52
2025
Q3 		$1.44M Sell
1,884
-120
-6% -$89.3K 0.27% 76
2025
Q2 		$1.56M Sell
2,004
-6
-0.3% -$4.66K 0.31% 70
2025
Q1 		$1.66M Sell
2,010
-110
-5% -$91.5K 0.37% 61
2024
Q4 		$1.64M Sell
2,120
-2
-0.1% -$1.66K 0.36% 65
2024
Q3 		$1.88M Buy
2,122
+179
+9% +$161K 0.36% 59
2024
Q2 		$1.76M Buy
1,943
+27
+1% +$21.6K 0.45% 56
2024
Q1 		$1.49M Hold
1,916
– – 0.44% 60
2023
Q4 		$1.12M Sell
1,916
-344
-15% -$201K 0.36% 71
2023
Q3 		$1.21M Hold
2,260
– – 0.44% 54
2023
Q2 		$1.06M Sell
2,260
-1
-0% -$419 0.37% 67
2023
Q1 		$776K Buy
2,261
+2
+0.1% +$675 0.29% 80
2022
Q4 		$826K Sell
2,259
-47
-2% -$16.7K 0.33% 74
2022
Q3 		$746K Hold
2,306
– – 0.29% 79
2022
Q2 		$748K Hold
2,306
– – 0.28% 78
2022
Q1 		$660K Hold
2,306
– – 0.21% 92
2021
Q4 		$637K Hold
2,306
– – 0.19% 97
2021
Q3 		$533K Hold
2,306
– – 0.17% 98
2021
Q2 		$529K Sell
2,306
-6
-0.3% -$1.21K 0.17% 100
2021
Q1 		$432K Sell
2,312
-40
-2% -$7.82K 0.15% 109
2020
Q4 		$397K Buy
2,352
+200
+9% +$29.9K 0.14% 104
2020
Q3 		$319K Hold
2,152
– – 0.13% 104
2020
Q2 		$353K Buy
2,152
+467
+28% +$71.7K 0.17% 90
2020
Q1 		$234K Hold
1,685
– – 0.13% 104
2019
Q4 		$221K Buy
+1,685
New +$195K 0.1% 130
2019
Q2 		– Sell
-1,685
Closed -$219K – 146
2019
Q1 		$219K Buy
+1,685
New +$205K 0.11% 126

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westover Capital Advisors's LLY Position: Q1 2026 in Review

Westover Capital Advisors increased its Eli Lilly (LLY) stake by 77% in Q1 2026, buying an estimated $1.61M and bringing the position to 3,656 shares worth $3.36M. The position accounts for 0.62% of the portfolio, ranked #40.

Westover Capital Advisors first reported a position in LLY in Q1 2019 and has held it in 27 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Westover Capital Advisors held 3,656 shares of Eli Lilly worth $3.36M as of Q1 2026.
  • Westover Capital Advisors bought 1,585 Eli Lilly shares in Q1 2026, an estimated $1.61M.
  • Eli Lilly made up 0.62% of Westover Capital Advisors's portfolio in Q1 2026, its #40 holding.
  • Westover Capital Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 27 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.