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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
9,226
Value
$11.1M
% of portfolio
0.8%
Quarters held
12
Since Q3 2023
Holdings of LLY by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,226$11.1M0.8%+311+3.5%AddedHolders
Q1 20268,915$8.20M0.6%+8,534+2,239.9%AddedHolders
Q4 2025381$409.5K<0.1%+3+0.8%AddedHolders
Q3 2025378$288.4K<0.1%−15−3.8%ReducedHolders
Q2 2025393$306.4K<0.1%−69−14.9%ReducedHolders
Q1 2025462$381.6K<0.1%+19+4.3%AddedHolders
Q4 2024443$342.0K<0.1%00.0%UnchangedHolders
Q3 2024443$392.5K<0.1%+5+1.1%AddedHolders
Q2 2024438$396.6K0.1%+15+3.5%AddedHolders
Q1 2024423$329.1K<0.1%00.0%UnchangedHolders
Q4 2023423$246.6K<0.1%00.0%UnchangedHolders
Q3 2023423$227.2K<0.1%+423NewHolders