Avaii Wealth Management
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Avaii Wealth Management’s Eli Lilly LLY Stock Holding History

Avaii 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
Q3 		$2.88M Buy
2,522
+857
+51% +$1.01M 0.83% 26
2026
Q2 		$2M Buy
1,665
+872
+110% +$891K 0.59% 27
2026
Q1 		$729K Sell
793
-21
-3% -$21.3K 0.25% 52
2025
Q4 		$875K Buy
814
+6
+0.7% +$5.74K 0.32% 39
2025
Q3 		$617K Buy
808
+6
+0.7% +$4.46K 0.23% 57
2025
Q2 		$625K Buy
802
+1
+0.1% +$777 0.28% 49
2025
Q1 		$662K Buy
801
+13
+2% +$10.8K 0.35% 39
2024
Q4 		$609K Sell
788
-31
-4% -$25.7K 0.3% 49
2024
Q3 		$726K Sell
819
-122
-13% -$110K 0.37% 39
2024
Q2 		$852K Sell
941
-9
-0.9% -$7.2K 0.47% 41
2024
Q1 		$739K Buy
950
+13
+1% +$9.25K 0.43% 42
2023
Q4 		$546K Buy
937
+8
+0.9% +$4.67K 0.36% 62
2023
Q3 		$499K Sell
929
-9
-1% -$4.64K 0.38% 59
2023
Q2 		$440K Buy
938
+55
+6% +$23.1K 0.34% 69
2023
Q1 		$303K Sell
883
-7
-0.8% -$2.36K 0.26% 91
2022
Q4 		$325K Buy
890
+14
+2% +$4.96K 0.29% 85
2022
Q3 		$283K Buy
876
+26
+3% +$8.24K 0.29% 81
2022
Q2 		$275K Buy
850
+66
+8% +$19.8K 0.29% 73
2022
Q1 		$224K Buy
+784
New +$202K 0.21% 96

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Avaii Wealth Management's LLY Position: Q3 2026 in Review

Avaii Wealth Management increased its Eli Lilly (LLY) stake by 51% in Q3 2026, buying an estimated $1.01M and bringing the position to 2,522 shares worth $2.88M. The position accounts for 0.83% of the portfolio, ranked #26.

Avaii Wealth Management first reported a position in LLY in Q1 2022 and has held it in 19 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Avaii Wealth Management held 2,522 shares of Eli Lilly worth $2.88M as of Q3 2026.
  • Avaii Wealth Management bought 857 Eli Lilly shares in Q3 2026, an estimated $1.01M.
  • Eli Lilly made up 0.83% of Avaii Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Avaii Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 19 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.