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Aries Wealth Management’s Eli Lilly LLY Stock Holding History

Aries 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 		$4.96M Buy
4,132
+52
+1% +$53.1K 0.97% 27
2026
Q1 		$3.75M Hold
4,080
– – 0.83% 32
2025
Q4 		$4.38M Sell
4,080
-271
-6% -$259K 0.97% 29
2025
Q3 		$3.32M Buy
4,351
+241
+6% +$179K 0.79% 32
2025
Q2 		$3.2M Buy
4,110
+35
+0.9% +$27.2K 0.84% 32
2025
Q1 		$3.37M Sell
4,075
-6
-0.1% -$4.99K 0.91% 29
2024
Q4 		$3.15M Sell
4,081
-105
-3% -$86.9K 0.87% 31
2024
Q3 		$3.71M Buy
4,186
+898
+27% +$807K 1.02% 26
2024
Q2 		$2.98M Hold
3,288
– – 0.94% 29
2024
Q1 		$2.56M Sell
3,288
-145
-4% -$103K 0.82% 33
2023
Q4 		$2M Sell
3,433
-52
-1% -$30.4K 0.71% 36
2023
Q3 		$2.15M Sell
3,485
-222
-6% -$114K 0.84% 30
2023
Q2 		$1.74M Buy
3,707
+6
+0.2% +$2.52K 0.67% 40
2023
Q1 		$1.27M Buy
3,701
+28
+0.8% +$9.44K 0.52% 56
2022
Q4 		$1.34M Buy
3,673
+30
+0.8% +$10.6K 0.58% 51
2022
Q3 		$1.32M Buy
3,643
+67
+2% +$21.2K 0.58% 50
2022
Q2 		$1.16M Buy
+3,576
New +$1.07M 0.53% 51
2022
Q1 		– Sell
-3,273
Closed -$904K – 154
2021
Q4 		$904K Buy
3,273
+158
+5% +$40.1K 0.34% 72
2021
Q3 		$720K Buy
3,115
+202
+7% +$49.9K 0.3% 80
2021
Q2 		$669K Buy
2,913
+283
+11% +$56.8K 0.29% 82
2021
Q1 		$481K Buy
2,630
+700
+36% +$137K 0.22% 97
2020
Q4 		$321K Hold
1,930
– – 0.16% 115
2020
Q3 		$286K Hold
1,930
– – 0.16% 114
2020
Q2 		$317K Hold
1,930
– – 0.19% 105
2020
Q1 		$274K Hold
1,930
– – 0.21% 101
2019
Q4 		$255K Sell
1,930
-175
-8% -$20.3K 0.16% 125
2019
Q3 		$228K Sell
2,105
-325
-13% -$36.2K 0.15% 131
2019
Q2 		$274K Hold
2,430
– – 0.19% 115
2019
Q1 		$315K Hold
2,430
– – 0.24% 99
2018
Q4 		$281K Sell
2,430
-130
-5% -$14.5K 0.3% 85
2018
Q3 		$275K Hold
2,560
– – 0.25% 96
2018
Q2 		$253K Hold
2,560
– – 0.23% 101
2018
Q1 		$203K Hold
2,560
– – 0.2% 119
2017
Q4 		$219K Buy
+2,560
New +$218K 0.2% 113

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Aries Wealth Management increased its Eli Lilly (LLY) stake by 1.3% in Q2 2026, buying an estimated $53.1K and bringing the position to 4,132 shares worth $4.96M. The position accounts for 0.97% of the portfolio, ranked #27.

Aries Wealth Management first reported a position in LLY in Q4 2017 and has held it in 34 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aries Wealth Management held 4,132 shares of Eli Lilly worth $4.96M as of Q2 2026.
  • Aries Wealth Management bought 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
  • Eli Lilly made up 0.97% of Aries Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Aries Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 34 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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