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Aletheian Wealth Advisors’s Eli Lilly LLY Stock Holding History

Aletheian 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 		$1.22M Buy
1,021
+91
+10% +$93K 0.52% 36
2026
Q1 		$855K Buy
+930
New +$943K 0.42% 42
2025
Q3 		$771K Sell
1,010
-10
-1% -$7.44K 0.36% 48
2025
Q2 		$795K Sell
1,020
-101
-9% -$78.5K 0.39% 47
2025
Q1 		$926K Buy
1,121
+138
+14% +$115K 0.52% 37
2024
Q4 		$759K Buy
983
+66
+7% +$54.6K 0.45% 43
2024
Q3 		$812K Sell
917
-1
-0.1% -$899 0.47% 42
2024
Q2 		$831K Buy
918
+109
+13% +$87.2K 0.44% 54
2024
Q1 		$629K Buy
809
+89
+12% +$63.3K 0.34% 60
2023
Q4 		$420K Sell
720
-26
-3% -$15.2K 0.28% 64
2023
Q3 		$401K Buy
746
+5
+0.7% +$2.58K 0.31% 63
2023
Q2 		$348K Buy
741
+44
+6% +$18.5K 0.24% 68
2023
Q1 		$239K Buy
697
+100
+17% +$33.7K 0.21% 57
2022
Q4 		$218K Buy
+597
New +$212K 0.19% 78

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

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

Aletheian Wealth Advisors increased its Eli Lilly (LLY) stake by 9.8% in Q2 2026, buying an estimated $93K and bringing the position to 1,021 shares worth $1.22M. The position accounts for 0.52% of the portfolio, ranked #36.

Aletheian Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aletheian Wealth Advisors held 1,021 shares of Eli Lilly worth $1.22M as of Q2 2026.
  • Aletheian Wealth Advisors bought 91 Eli Lilly shares in Q2 2026, an estimated $93K.
  • Eli Lilly made up 0.52% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Aletheian Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.