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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
Q2 		$10.1M Buy
8,456
+71
+0.8% +$72.5K 0.57% 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 0.48% 52
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% -$2.35K 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 $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avestar Capital's LLY Position: Q2 2026 in Review

Avestar Capital increased its Eli Lilly (LLY) stake by 0.85% in Q2 2026, buying an estimated $72.5K and bringing the position to 8,456 shares worth $10.1M. The position accounts for 0.57% of the portfolio, ranked #33.

Avestar Capital first reported a position in LLY in Q4 2017 and has held it in 26 quarters since. 2,216 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Avestar Capital held 8,456 shares of Eli Lilly worth $10.1M as of Q2 2026.
  • Avestar Capital bought 71 Eli Lilly shares in Q2 2026, an estimated $72.5K.
  • Eli Lilly made up 0.57% of Avestar Capital's portfolio in Q2 2026, its #33 holding.
  • Avestar Capital first reported a position in Eli Lilly in Q4 2017 and has held it in 26 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.