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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
2025
Q2 		– Sell
-1,500
Closed -$1.24M – 511
2025
Q1 		$1.24M Sell
1,500
-800
-35% -$666K 0.11% 161
2024
Q4 		$1.78M Buy
2,300
+2,000
+667% +$1.66M 0.15% 112
2024
Q3 		$266K Sell
300
-200
-40% -$180K 0.03% 380
2024
Q2 		$453K Hold
500
– – 0.05% 261
2024
Q1 		$389K Hold
500
– – 0.04% 278
2023
Q4 		$291K Hold
500
– – 0.03% 301
2023
Q3 		$269K Buy
+500
New +$258K 0.04% 275

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. 2,244 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.
  • 2,244 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.