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Aaron Wealth Advisors’s Eli Lilly LLY Stock Holding History

Aaron 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 		$13.8M Buy
11,530
+277
+2% +$283K 0.7% 21
2026
Q1 		$10.4M Sell
11,253
-943
-8% -$956K 0.59% 29
2025
Q4 		$13.1M Buy
12,196
+2,193
+22% +$2.1M 0.72% 23
2025
Q3 		$7.63M Buy
10,003
+4,392
+78% +$3.27M 0.45% 31
2025
Q2 		$4.37M Sell
5,611
-41
-0.7% -$31.9K 0.45% 33
2025
Q1 		$4.67M Buy
5,652
+533
+10% +$444K 0.54% 31
2024
Q4 		$3.95M Sell
5,119
-285
-5% -$236K 0.46% 35
2024
Q3 		$4.79M Buy
5,404
+690
+15% +$620K 0.57% 26
2024
Q2 		$4.27M Buy
4,714
+208
+5% +$166K 0.59% 25
2024
Q1 		$3.51M Buy
4,506
+951
+27% +$677K 0.5% 30
2023
Q4 		$2.07M Sell
3,555
-2,457
-41% -$1.43M 0.34% 39
2023
Q3 		$3.23M Buy
6,012
+685
+13% +$353K 0.42% 40
2023
Q2 		$2.5M Buy
5,327
+226
+4% +$94.8K 0.32% 50
2023
Q1 		$1.75M Sell
5,101
-7,338
-59% -$2.47M 0.24% 66
2022
Q4 		$4.55M Sell
12,439
-59
-0.5% -$20.9K 0.66% 34
2022
Q3 		$4.04M Buy
12,498
+10,321
+474% +$3.27M 0.75% 33
2022
Q2 		$705K Sell
2,177
-345,476
-99% -$104M 0.18% 77
2022
Q1 		$1.21M Buy
347,653
+345,790
+18,561% +$89M 0.02% 317
2021
Q4 		$514K Buy
1,863
+490
+36% +$124K 0.14% 95
2021
Q3 		$317K Buy
1,373
+35
+3% +$8.64K 0.09% 122
2021
Q2 		$307K Sell
1,338
-214
-14% -$43K 0.1% 124
2021
Q1 		$289K Sell
1,552
-49
-3% -$9.59K 0.11% 118
2020
Q4 		$270K Buy
+1,601
New +$239K 0.1% 110

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's LLY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $283K and bringing the position to 11,530 shares worth $13.8M. The position accounts for 0.7% of the portfolio, ranked #21.

Aaron Wealth Advisors first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aaron Wealth Advisors held 11,530 shares of Eli Lilly worth $13.8M as of Q2 2026.
  • Aaron Wealth Advisors bought 277 Eli Lilly shares in Q2 2026, an estimated $283K.
  • Eli Lilly made up 0.7% of Aaron Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Aaron Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.