Avantra Family Wealth’s Eli Lilly LLY Stock Holding History

Avantra Family 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 Q1	$768K	Sell	835 -172	-17%	-$174K	0.57%	54
2025 Q4	$1.08M	Sell	1,007 -16	-2%	-$15.3K	0.79%	39
2025 Q3	$781K	Buy	1,023 +1	+0.1%	+$744	0.58%	49
2025 Q2	$797K	Sell	1,022 -241	-19%	-$187K	0.66%	42
2025 Q1	$1.04M	Sell	1,263 -17	-1%	-$14.1K	1%	25
2024 Q4	$988K	Buy	+1,280	New	+$1.06M	0.92%	27

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantra Family Wealth's LLY Position: Q1 2026 in Review

Avantra Family Wealth reduced its Eli Lilly (LLY) stake by 17% in Q1 2026, selling an estimated $174K and leaving 835 shares worth $768K. The position accounts for 0.57% of the portfolio, ranked #54.

Avantra Family Wealth first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Avantra Family Wealth held 835 shares of Eli Lilly worth $768K as of Q1 2026.
Avantra Family Wealth sold 172 Eli Lilly shares in Q1 2026, an estimated $174K.
Eli Lilly made up 0.57% of Avantra Family Wealth's portfolio in Q1 2026, its #54 holding.
Avantra Family Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Avantra Family Wealth's Eli Lilly position peaked at $1.08M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.