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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
Q3 		$1.2M Buy
1,039
+18
+2% +$21.2K 0.48% 38
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

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Aletheian Wealth Advisors's LLY Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Eli Lilly (LLY) stake by 1.8% in Q3 2026, buying an estimated $21.2K and bringing the position to 1,039 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #38.

Aletheian Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Aletheian Wealth Advisors held 1,039 shares of Eli Lilly worth $1.2M as of Q3 2026.
  • Aletheian Wealth Advisors bought 18 Eli Lilly shares in Q3 2026, an estimated $21.2K.
  • Eli Lilly made up 0.48% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Aletheian Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Aletheian Wealth Advisors's Eli Lilly position peaked at $1.22M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.