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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
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 $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

Aire Advisors's LLY Position: Q1 2026 in Review

Aire Advisors increased its Eli Lilly (LLY) stake by 1.2% in Q1 2026, buying an estimated $21.3K and bringing the position to 1,714 shares worth $1.58M. The position accounts for 0.29% of the portfolio, ranked #62.

Aire Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aire Advisors held 1,714 shares of Eli Lilly worth $1.58M as of Q1 2026.
  • Aire Advisors bought 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
  • Eli Lilly made up 0.29% of Aire Advisors's portfolio in Q1 2026, its #62 holding.
  • Aire Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Aire Advisors's Eli Lilly position peaked at $1.82M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.