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Apriem Advisors’s Eli Lilly LLY Stock Holding History

Apriem 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 		$1.69M Buy
1,834
+5
+0.3% +$5.07K 0.16% 74
2025
Q4 		$1.97M Sell
1,829
-111
-6% -$106K 0.18% 68
2025
Q3 		$1.48M Buy
1,940
+221
+13% +$164K 0.14% 75
2025
Q2 		$1.34M Buy
1,719
+934
+119% +$726K 0.14% 77
2025
Q1 		$648K Buy
785
+37
+5% +$30.8K 0.08% 90
2024
Q4 		$577K Sell
748
-15
-2% -$12.4K 0.07% 101
2024
Q3 		$676K Sell
763
-48
-6% -$43.2K 0.08% 86
2024
Q2 		$734K Sell
811
-5
-0.6% -$4K 0.09% 85
2024
Q1 		$635K Buy
+816
New +$581K 0.08% 94
2017
Q2 		– Sell
-63
Closed -$5K – 357
2017
Q1 		$5K Sell
63
-700
-92% -$56.1K ﹤0.01% 481
2016
Q4 		$56K Sell
763
-20
-3% -$1.49K 0.02% 216
2016
Q3 		$63K Buy
783
+83
+12% +$6.64K 0.02% 203
2016
Q2 		$55K Hold
700
– – 0.02% 217
2016
Q1 		$50K Sell
700
-352
-33% -$26.6K 0.02% 194
2015
Q4 		$89K Buy
1,052
+202
+24% +$16.8K 0.03% 147
2015
Q3 		$71K Buy
850
+150
+21% +$12.7K 0.03% 165
2015
Q2 		$58K Hold
700
– – 0.02% 199
2015
Q1 		$51K Hold
700
– – 0.02% 207
2014
Q4 		$48K Hold
700
– – 0.02% 193
2014
Q3 		$45K Sell
700
-50
-7% -$3.17K 0.02% 211
2014
Q2 		$47K Sell
750
-450
-38% -$26.8K 0.02% 203
2014
Q1 		$71K Hold
1,200
– – 0.03% 182
2013
Q4 		$61K Hold
1,200
– – 0.02% 186
2013
Q3 		$60K Hold
1,200
– – 0.03% 184
2013
Q2 		$59K Buy
+1,200
New +$65.3K 0.03% 178

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Apriem Advisors's LLY Position: Q1 2026 in Review

Apriem Advisors increased its Eli Lilly (LLY) stake by 0.27% in Q1 2026, buying an estimated $5.07K and bringing the position to 1,834 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #74.

Apriem Advisors first reported a position in LLY in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.97M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Apriem Advisors held 1,834 shares of Eli Lilly worth $1.69M as of Q1 2026.
  • Apriem Advisors bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
  • Eli Lilly made up 0.16% of Apriem Advisors's portfolio in Q1 2026, its #74 holding.
  • Apriem Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 25 quarters since.
  • Apriem Advisors's Eli Lilly position peaked at $1.97M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.