AWM
LLY icon

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
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 $84.5B AUM 11.36% 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

Avaii Wealth Management's LLY Position: Q1 2026 in Review

Avaii Wealth Management reduced its Eli Lilly (LLY) stake by 2.6% in Q1 2026, selling an estimated $21.3K and leaving 793 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #52.

Avaii Wealth Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $875K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Avaii Wealth Management held 793 shares of Eli Lilly worth $729K as of Q1 2026.
  • Avaii Wealth Management sold 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
  • Eli Lilly made up 0.25% of Avaii Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Avaii Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • Avaii Wealth Management's Eli Lilly position peaked at $875K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.