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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
Q2 		$1.04M Buy
868
+33
+4% +$33.7K 0.66% 45
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantra Family Wealth's LLY Position: Q2 2026 in Review

Avantra Family Wealth increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $33.7K and bringing the position to 868 shares worth $1.04M. The position accounts for 0.66% of the portfolio, ranked #45.

Avantra Family Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Avantra Family Wealth held 868 shares of Eli Lilly worth $1.04M as of Q2 2026.
  • Avantra Family Wealth bought 33 Eli Lilly shares in Q2 2026, an estimated $33.7K.
  • Eli Lilly made up 0.66% of Avantra Family Wealth's portfolio in Q2 2026, its #45 holding.
  • Avantra Family Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Eli Lilly position peaked at $1.08M in Q4 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.