Aberdeen Wealth Management’s Eli Lilly LLY Stock Holding History

Aberdeen Wealth Management’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	$444K	Sell	370 -341	-48%	-$348K	0.21%	77
2026 Q1	$654K	Hold	711	–	–	0.3%	71
2025 Q4	$764K	Sell	711 -65	-8%	-$62.2K	0.35%	62
2025 Q3	$592K	Hold	776	–	–	0.37%	76
2025 Q2	$605K	Hold	776	–	–	0.4%	71
2025 Q1	$641K	Hold	776	–	–	0.44%	72
2024 Q4	$599K	Hold	776	–	–	0.41%	73
2024 Q3	$687K	Sell	776 -79	-9%	-$71K	0.45%	66
2024 Q2	$774K	Hold	855	–	–	0.52%	50
2024 Q1	$665K	Sell	855 -100	-10%	-$71.2K	0.39%	72
2023 Q4	$557K	Hold	955	–	–	0.4%	77
2023 Q3	$513K	Hold	955	–	–	0.39%	74
2023 Q2	$448K	Hold	955	–	–	0.32%	90
2023 Q1	$328K	Sell	955 -65	-6%	-$21.9K	0.24%	107
2022 Q4	$373K	Hold	1,020	–	–	0.28%	102
2022 Q3	$330K	Hold	1,020	–	–	0.29%	98
2022 Q2	$331K	Hold	1,020	–	–	0.26%	101
2022 Q1	$292K	Hold	1,020	–	–	0.2%	124
2021 Q4	$282K	Hold	1,020	–	–	0.18%	119
2021 Q3	$236K	Hold	1,020	–	–	0.23%	111
2021 Q2	$234K	Buy	+1,020	New	+$205K	0.22%	116
2021 Q1	–	Sell	-1,193	Closed	-$201K	–	151
2020 Q4	$201K	Buy	+1,193	New	+$178K	0.15%	134
2020 Q3	–	Sell	-1,343	Closed	-$220K	–	139
2020 Q2	$220K	Buy	+1,343	New	+$206K	0.24%	114

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Aberdeen Wealth Management's LLY Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Eli Lilly (LLY) stake by 48% in Q2 2026, selling an estimated $348K and leaving 370 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #77.

Aberdeen Wealth Management first reported a position in LLY in Q2 2020 and has held it in 23 quarters since. The position peaked at $774K in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Aberdeen Wealth Management held 370 shares of Eli Lilly worth $444K as of Q2 2026.
Aberdeen Wealth Management sold 341 Eli Lilly shares in Q2 2026, an estimated $348K.
Eli Lilly made up 0.21% of Aberdeen Wealth Management's portfolio in Q2 2026, its #77 holding.
Aberdeen Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 23 quarters since.
Aberdeen Wealth Management's Eli Lilly position peaked at $774K in Q2 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.