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Aprio Wealth Management’s Eli Lilly LLY Stock Holding History

Aprio Wealth 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 		$8.46M Buy
7,052
+142
+2% +$145K 0.42% 58
2026
Q1 		$6.36M Buy
6,910
+3,143
+83% +$3.19M 0.35% 59
2025
Q4 		$7.22M Buy
3,767
+1,112
+42% +$1.06M 0.41% 50
2025
Q3 		$2.03M Buy
2,655
+38
+1% +$28.3K 0.2% 77
2025
Q2 		$2.04M Sell
2,617
-314
-11% -$244K 0.23% 65
2025
Q1 		$2.42M Buy
2,931
+304
+12% +$253K 0.3% 58
2024
Q4 		$2.03M Buy
2,627
+257
+11% +$213K 0.3% 56
2024
Q3 		$2.1M Buy
2,370
+813
+52% +$731K 0.34% 48
2024
Q2 		$1.41M Buy
1,557
+1
+0.1% +$800 0.26% 52
2024
Q1 		$1.21M Buy
1,556
+378
+32% +$269K 0.24% 52
2023
Q4 		$687K Buy
1,178
+22
+2% +$12.8K 0.15% 78
2023
Q3 		$621K Buy
1,156
+178
+18% +$91.7K 0.17% 71
2023
Q2 		$459K Sell
978
-110
-10% -$46.1K 0.13% 81
2023
Q1 		$374K Buy
1,088
+312
+40% +$105K 0.12% 85
2022
Q4 		$284K Sell
776
-97
-11% -$34.4K 0.1% 90
2022
Q3 		$282K Sell
873
-108
-11% -$34.2K 0.11% 82
2022
Q2 		$318K Buy
+981
New +$294K 0.13% 66

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

Aprio Wealth Management's LLY Position: Q2 2026 in Review

Aprio Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $145K and bringing the position to 7,052 shares worth $8.46M. The position accounts for 0.42% of the portfolio, ranked #58.

Aprio Wealth Management first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aprio Wealth Management held 7,052 shares of Eli Lilly worth $8.46M as of Q2 2026.
  • Aprio Wealth Management bought 142 Eli Lilly shares in Q2 2026, an estimated $145K.
  • Eli Lilly made up 0.42% of Aprio Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Aprio Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.