Aire Advisors
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Aire Advisors’s Eli Lilly LLY Stock Holding History

Aire 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
Q3 		$1.98M Sell
1,710
-14
-0.8% -$16.5K 0.32% 58
2026
Q2 		$2.07M Buy
1,724
+10
+0.6% +$10.2K 0.34% 58
2026
Q1 		$1.58M Buy
1,714
+21
+1% +$21.3K 0.29% 62
2025
Q4 		$1.82M Sell
1,693
-60
-3% -$57.4K 0.33% 58
2025
Q3 		$1.34M Sell
1,753
-190
-10% -$141K 0.24% 68
2025
Q2 		$1.51M Sell
1,943
-25
-1% -$19.4K 0.29% 63
2025
Q1 		$1.63M Sell
1,968
-142
-7% -$118K 0.34% 57
2024
Q4 		$1.63M Buy
2,110
+132
+7% +$109K 0.34% 60
2024
Q3 		$1.75M Buy
1,978
+108
+6% +$97.1K 0.39% 53
2024
Q2 		$1.69M Sell
1,870
-81
-4% -$64.8K 0.39% 57
2024
Q1 		$1.52M Buy
1,951
+133
+7% +$94.7K 0.34% 59
2023
Q4 		$1.06M Buy
1,818
+10
+0.6% +$5.84K 0.26% 67
2023
Q3 		$972K Buy
1,808
+11
+0.6% +$5.67K 0.26% 63
2023
Q2 		$843K Sell
1,797
-91
-5% -$38.2K 0.22% 67
2023
Q1 		$649K Buy
1,888
+2
+0.1% +$675 0.18% 72
2022
Q4 		$690K Sell
1,886
-80
-4% -$28.4K 0.21% 68
2022
Q3 		$636K Hold
1,966
– – 0.22% 68
2022
Q2 		$640K Buy
+1,966
New +$590K 0.23% 65

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aire Advisors's LLY Position: Q3 2026 in Review

Aire Advisors reduced its Eli Lilly (LLY) stake by 0.81% in Q3 2026, selling an estimated $16.5K and leaving 1,710 shares worth $1.98M. The position accounts for 0.32% of the portfolio, ranked #58.

Aire Advisors first reported a position in LLY in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.07M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Aire Advisors held 1,710 shares of Eli Lilly worth $1.98M as of Q3 2026.
  • Aire Advisors sold 14 Eli Lilly shares in Q3 2026, an estimated $16.5K.
  • Eli Lilly made up 0.32% of Aire Advisors's portfolio in Q3 2026, its #58 holding.
  • Aire Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 18 quarters since.
  • Aire Advisors's Eli Lilly position peaked at $2.07M in Q2 2026.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.