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Arete Wealth Advisors’s Eli Lilly LLY Stock Holding History

Arete 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
Q1 		– Sell
-5,387
Closed -$5.79M – 551
2025
Q4 		$5.79M Sell
5,387
-208
-4% -$199K 0.35% 63
2025
Q3 		$4.28M Buy
5,595
+735
+15% +$547K 0.27% 83
2025
Q2 		$3.79M Sell
4,860
-1,177
-19% -$915K 0.27% 80
2025
Q1 		$4.99M Sell
6,037
-1,417
-19% -$1.18M 0.38% 56
2024
Q4 		$5.75M Buy
7,454
+2,016
+37% +$1.67M 0.41% 50
2024
Q3 		$4.8M Sell
5,438
-1,894
-26% -$1.7M 0.41% 56
2024
Q2 		$6.65M Buy
+7,332
New +$5.87M 0.55% 33
2024
Q1 		– Sell
-5,445
Closed -$3.17M – 572
2023
Q4 		$3.17M Buy
5,445
+704
+15% +$411K 0.24% 85
2023
Q3 		$2.55M Sell
4,741
-354
-7% -$182K 0.44% 53
2023
Q2 		$2.39M Buy
5,095
+674
+15% +$283K 0.21% 104
2023
Q1 		$1.52M Buy
4,421
+628
+17% +$212K 0.12% 150
2022
Q4 		$1.39B Buy
3,793
+781
+26% +$277K 0.12% 149
2022
Q3 		$974K Buy
3,012
+1,117
+59% +$354K 0.1% 182
2022
Q2 		$614K Sell
1,895
-170
-8% -$51K 0.06% 208
2022
Q1 		$591K Buy
2,065
+178
+9% +$45.8K 0.05% 255
2021
Q4 		$520K Buy
1,887
+515
+38% +$131K 0.04% 281
2021
Q3 		$317K Buy
+1,372
New +$339K 0.04% 319
2021
Q2 		– Sell
-1,430
Closed -$267K – 412
2021
Q1 		$267K Sell
1,430
-5
-0.3% -$978 0.03% 339
2020
Q4 		$238K Buy
+1,435
New +$214K 0.03% 350

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Arete Wealth Advisors's LLY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 5,387 shares — an estimated $5.79M sold.

Arete Wealth Advisors first reported a position in LLY in Q4 2020 and held it in 19 quarters. The position peaked at $1.39B in Q4 2022. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,387 Eli Lilly shares in Q1 2026, an estimated $5.79M.
  • Arete Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and held it in 19 quarters.
  • Arete Wealth Advisors's Eli Lilly position peaked at $1.39B in Q4 2022.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.