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Ariadne Wealth Management’s Eli Lilly LLY Stock Holding History

Ariadne 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 		$1.2M Sell
1,003
-231
-19% -$236K 0.53% 46
2026
Q1 		$1.14M Buy
1,234
+82
+7% +$83.1K 0.51% 41
2025
Q4 		$1.2M Sell
1,152
-4
-0.3% -$3.83K 0.49% 44
2025
Q3 		$1.18M Buy
1,156
+26
+2% +$19.3K 0.53% 45
2025
Q2 		$746K Sell
1,130
-93
-8% -$72.3K 0.36% 61
2025
Q1 		$899K Buy
1,223
+20
+2% +$16.6K 0.47% 55
2024
Q4 		$1.05M Buy
1,203
+82
+7% +$67.9K 0.48% 51
2024
Q3 		$894K Buy
+1,121
New +$1.01M 0.49% 42

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

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

Ariadne Wealth Management reduced its Eli Lilly (LLY) stake by 19% in Q2 2026, selling an estimated $236K and leaving 1,003 shares worth $1.2M. The position accounts for 0.53% of the portfolio, ranked #46.

Ariadne Wealth Management first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ariadne Wealth Management held 1,003 shares of Eli Lilly worth $1.2M as of Q2 2026.
  • Ariadne Wealth Management sold 231 Eli Lilly shares in Q2 2026, an estimated $236K.
  • Eli Lilly made up 0.53% of Ariadne Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Ariadne Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.