American Institute for Advanced Investment Management’s Eli Lilly LLY Stock Holding History

American Institute for Advanced Investment 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	$420K	Sell	350 -40	-10%	-$40.9K	0.24%	106
2026 Q1	$359K	Sell	390 -10	-3%	-$10.1K	0.23%	109
2025 Q4	$430K	Hold	400	–	–	0.28%	90
2025 Q3	$305K	Hold	400	–	–	0.2%	114
2025 Q2	$312K	Hold	400	–	–	0.22%	107
2025 Q1	$330K	Hold	400	–	–	0.25%	99
2024 Q4	$309K	Hold	400	–	–	0.23%	105
2024 Q3	$354K	Hold	400	–	–	0.25%	99
2024 Q2	$362K	Hold	400	–	–	0.28%	91
2024 Q1	$311K	Hold	400	–	–	0.25%	100
2023 Q4	$233K	Hold	400	–	–	0.21%	107
2023 Q3	$215K	Buy	+400	New	+$206K	0.2%	112

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

American Institute for Advanced Investment Management's LLY Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Eli Lilly (LLY) stake by 10% in Q2 2026, selling an estimated $40.9K and leaving 350 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #106.

American Institute for Advanced Investment Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $430K in Q4 2025. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

American Institute for Advanced Investment Management held 350 shares of Eli Lilly worth $420K as of Q2 2026.
American Institute for Advanced Investment Management sold 40 Eli Lilly shares in Q2 2026, an estimated $40.9K.
Eli Lilly made up 0.24% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #106 holding.
American Institute for Advanced Investment Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
American Institute for Advanced Investment Management's Eli Lilly position peaked at $430K in Q4 2025.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.