APW
LLY icon

Aurora Private Wealth’s Eli Lilly LLY Stock Holding History

Aurora Private Wealth’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
Q3 		$297K Buy
257
+37
+17% +$43.7K 0.19% 126
2026
Q2 		$263K Sell
220
-75
-25% -$76.6K 0.17% 140
2026
Q1 		$311K Hold
295
– – 0.22% 113
2025
Q4 		$317K Buy
+295
New +$282K 0.21% 112
2025
Q2 		$344K Sell
442
-115
-21% -$89.4K 0.25% 101
2025
Q1 		$460K Sell
557
-83
-13% -$69.1K 0.37% 72
2024
Q4 		$494K Sell
640
-214
-25% -$177K 0.37% 71
2024
Q3 		$757K Buy
854
+44
+5% +$39.6K 0.59% 48
2024
Q2 		$733K Sell
810
-382
-32% -$306K 0.64% 43
2024
Q1 		$907K Buy
1,192
+62
+5% +$44.1K 0.78% 35
2023
Q4 		$659K Buy
1,130
+237
+27% +$138K 0.62% 43
2023
Q3 		$479K Buy
893
+174
+24% +$89.7K 0.53% 54
2023
Q2 		$337K Sell
719
-34
-5% -$14.3K 0.38% 77
2023
Q1 		$259K Buy
753
+23
+3% +$7.76K 0.28% 114
2022
Q4 		$267K Buy
730
+27
+4% +$9.6K 0.31% 104
2022
Q3 		$227K Buy
703
+2
+0.3% +$634 0.11% 141
2022
Q2 		$227K Buy
701
+2
+0.3% +$600 0.1% 151
2022
Q1 		$200K Buy
+699
New +$180K 0.08% 186
2020
Q2 		– Sell
-1,705
Closed -$236K – 208
2020
Q1 		$236K Buy
+1,705
New +$234K 0.08% 194

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aurora Private Wealth's LLY Position: Q3 2026 in Review

Aurora Private Wealth increased its Eli Lilly (LLY) stake by 17% in Q3 2026, buying an estimated $43.7K and bringing the position to 257 shares worth $297K. The position accounts for 0.19% of the portfolio, ranked #126.

Aurora Private Wealth first reported a position in LLY in Q1 2020 and has held it in 19 quarters since. The position peaked at $907K in Q1 2024. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Aurora Private Wealth held 257 shares of Eli Lilly worth $297K as of Q3 2026.
  • Aurora Private Wealth bought 37 Eli Lilly shares in Q3 2026, an estimated $43.7K.
  • Eli Lilly made up 0.19% of Aurora Private Wealth's portfolio in Q3 2026, its #126 holding.
  • Aurora Private Wealth first reported a position in Eli Lilly in Q1 2020 and has held it in 19 quarters since.
  • Aurora Private Wealth's Eli Lilly position peaked at $907K in Q1 2024.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.