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Avantax Advisory Services’s Eli Lilly LLY Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$43.8M Sell
56,224
-37
-0.1% -$28.8K 0.24% 60
2025
Q1 		$46.5M Buy
56,261
+4,982
+10% +$4.15M 0.28% 48
2024
Q4 		$39.6M Buy
51,279
+4,937
+11% +$4.09M 0.25% 56
2024
Q3 		$41.1M Sell
46,342
-2,615
-5% -$2.35M 0.27% 52
2024
Q2 		$44.3M Buy
48,957
+11,584
+31% +$9.27M 0.32% 42
2024
Q1 		$29.1M Sell
37,373
-1
-0% -$712 0.26% 54
2023
Q4 		$21.8M Buy
37,374
+881
+2% +$514K 0.22% 71
2023
Q3 		$19.6M Buy
36,493
+958
+3% +$494K 0.22% 73
2023
Q2 		$16.7M Buy
35,535
+859
+2% +$360K 0.19% 89
2023
Q1 		$11.9M Sell
34,676
-1,737
-5% -$586K 0.15% 116
2022
Q4 		$13.3M Buy
36,413
+7,030
+24% +$2.49M 0.18% 96
2022
Q3 		$9.5M Sell
29,383
-11
-0% -$3.48K 0.15% 113
2022
Q2 		$9.53M Buy
29,394
+1,927
+7% +$578K 0.14% 111
2022
Q1 		$7.86M Sell
27,467
-602
-2% -$155K 0.11% 137
2021
Q4 		$7.75M Sell
28,069
-188
-0.7% -$47.7K 0.12% 140
2021
Q3 		$6.53M Sell
28,257
-13
-0% -$3.21K 0.11% 145
2021
Q2 		$6.49M Buy
28,270
+862
+3% +$173K 0.12% 140
2021
Q1 		$5.12M Buy
27,408
+1,526
+6% +$299K 0.11% 150
2020
Q4 		$4.37M Sell
25,882
-36,355
-58% -$5.43M 0.1% 149
2020
Q3 		$9.22M Buy
62,237
+26,531
+74% +$4.11M 0.15% 116
2020
Q2 		$5.87M Buy
35,706
+12,474
+54% +$1.91M 0.17% 99
2020
Q1 		$3.22M Buy
23,232
+424
+2% +$58.3K 0.1% 141
2019
Q4 		$3M Buy
22,808
+2,885
+14% +$334K 0.07% 158
2019
Q3 		$2.23M Sell
19,923
-857
-4% -$95.4K 0.09% 119
2019
Q2 		$2.3M Buy
20,780
+442
+2% +$52K 0.1% 100
2019
Q1 		$2.64M Buy
20,338
+1,799
+10% +$219K 0.14% 82
2018
Q4 		$2.14M Buy
+18,539
New +$2.07M 0.36% 71

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's LLY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Eli Lilly (LLY) stake by 0.07% in Q2 2025, selling an estimated $28.8K and leaving 56,224 shares worth $43.8M. The position accounts for 0.24% of the portfolio, ranked #60.

Avantax Advisory Services first reported a position in LLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $46.5M in Q1 2025. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Avantax Advisory Services held 56,224 shares of Eli Lilly worth $43.8M as of Q2 2025.
  • Avantax Advisory Services sold 37 Eli Lilly shares in Q2 2025, an estimated $28.8K.
  • Eli Lilly made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #60 holding.
  • Avantax Advisory Services first reported a position in Eli Lilly in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Eli Lilly position peaked at $46.5M in Q1 2025.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.