Avestar Capital
LLY icon

Avestar Capital’s Eli Lilly LLY Stock Holding History

Avestar Capital’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 		$8.43M Sell
7,285
-1,171
-14% -$1.38M 0.67% 35
2026
Q2 		$10.1M Buy
8,456
+71
+0.8% +$72.5K 0.56% 33
2026
Q1 		$7.71M Buy
8,385
+780
+10% +$791K 0.5% 35
2025
Q4 		$8.17M Buy
7,605
+907
+14% +$867K 0.53% 33
2025
Q3 		$5.11M Sell
6,698
-803
-11% -$598K 0.33% 58
2025
Q2 		$5.85M Sell
7,501
-80
-1% -$62.2K 0.4% 46
2025
Q1 		$6.26M Buy
7,581
+762
+11% +$634K 0.54% 37
2024
Q4 		$5.26M Buy
6,819
+933
+16% +$773K 0.45% 48
2024
Q3 		$5.21M Buy
5,886
+722
+14% +$649K 0.54% 46
2024
Q2 		$4.68M Buy
5,164
+833
+19% +$666K 0.47% 53
2024
Q1 		$3.37M Buy
4,331
+799
+23% +$569K 0.35% 60
2023
Q4 		$2.06M Buy
3,532
+628
+22% +$367K 0.23% 66
2023
Q3 		$1.56M Buy
2,904
+538
+23% +$277K 0.22% 71
2023
Q2 		$1.11M Buy
2,366
+483
+26% +$203K 0.18% 70
2023
Q1 		$647K Sell
1,883
-31
-2% -$10.5K 0.12% 116
2022
Q4 		$700K Buy
1,914
+195
+11% +$69.1K 0.13% 109
2022
Q3 		$556K Buy
1,719
+612
+55% +$194K 0.14% 107
2022
Q2 		$359K Buy
1,107
+231
+26% +$69.3K 0.09% 170
2022
Q1 		$251K Buy
876
+128
+17% +$32.9K 0.04% 345
2021
Q4 		$207K Buy
+748
New +$190K 0.03% 414
2019
Q3 		– Sell
-437
Closed -$43K – 546
2019
Q2 		$43K Sell
437
-20
-4% -$2.36K 0.03% 314
2019
Q1 		$55K Buy
457
+1
+0.2% +$122 0.04% 273
2018
Q4 		$48K Buy
456
+5
+1% +$559 0.03% 265
2018
Q3 		$45K Sell
451
-81
-15% -$8.1K 0.03% 284
2018
Q2 		$41K Sell
532
-22
-4% -$1.81K 0.03% 291
2018
Q1 		$36K Sell
554
-671
-55% -$54K 0.02% 277
2017
Q4 		$100K Buy
+1,225
New +$104K 0.07% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avestar Capital's LLY Position: Q3 2026 in Review

Avestar Capital reduced its Eli Lilly (LLY) stake by 14% in Q3 2026, selling an estimated $1.38M and leaving 7,285 shares worth $8.43M. The position accounts for 0.67% of the portfolio, ranked #35.

Avestar Capital first reported a position in LLY in Q4 2017 and has held it in 27 quarters since. The position peaked at $10.1M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Avestar Capital held 7,285 shares of Eli Lilly worth $8.43M as of Q3 2026.
  • Avestar Capital sold 1,171 Eli Lilly shares in Q3 2026, an estimated $1.38M.
  • Eli Lilly made up 0.67% of Avestar Capital's portfolio in Q3 2026, its #35 holding.
  • Avestar Capital first reported a position in Eli Lilly in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's Eli Lilly position peaked at $10.1M in Q2 2026.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.