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Aviance Capital Partners’s Eli Lilly LLY Stock Holding History

Aviance Capital Partners’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 		$2.19M Buy
2,378
+254
+12% +$258K 0.26% 87
2025
Q4 		$2.28M Sell
2,124
-106
-5% -$101K 0.26% 85
2025
Q3 		$1.7M Sell
2,230
-215
-9% -$160K 0.2% 103
2025
Q2 		$1.91M Sell
2,445
-16
-0.7% -$12.4K 0.25% 95
2025
Q1 		$2.03M Sell
2,461
-36
-1% -$30K 0.29% 81
2024
Q4 		$1.93M Sell
2,497
-4,422
-64% -$3.66M 0.27% 89
2024
Q3 		$6.13M Buy
6,919
+2,675
+63% +$2.4M 0.81% 28
2024
Q2 		$3.84M Sell
4,244
-1,431
-25% -$1.14M 0.55% 46
2024
Q1 		$4.42M Buy
5,675
+4,115
+264% +$2.93M 0.66% 40
2023
Q4 		$909K Hold
1,560
– – 0.19% 126
2023
Q3 		$838K Buy
1,560
+338
+28% +$174K 0.19% 131
2023
Q2 		$573K Buy
1,222
+176
+17% +$73.8K 0.12% 171
2023
Q1 		$359K Sell
1,046
-1
-0.1% -$337 0.08% 198
2022
Q4 		$383K Buy
1,047
+263
+34% +$93.2K 0.09% 198
2022
Q3 		$254K Sell
784
-1
-0.1% -$317 0.06% 224
2022
Q2 		$254K Buy
785
+1
+0.1% +$300 0.06% 233
2022
Q1 		$225K Buy
+784
New +$202K 0.04% 242
2014
Q1 		– Sell
-11,314
Closed -$577K – 225
2013
Q4 		$577K Buy
11,314
+6,523
+136% +$327K 0.24% 124
2013
Q3 		$241K Sell
4,791
-99
-2% -$5.18K 0.11% 187
2013
Q2 		$240K Buy
+4,890
New +$266K 0.13% 170

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aviance Capital Partners's LLY Position: Q1 2026 in Review

Aviance Capital Partners increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $258K and bringing the position to 2,378 shares worth $2.19M. The position accounts for 0.26% of the portfolio, ranked #87.

Aviance Capital Partners first reported a position in LLY in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.13M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aviance Capital Partners held 2,378 shares of Eli Lilly worth $2.19M as of Q1 2026.
  • Aviance Capital Partners bought 254 Eli Lilly shares in Q1 2026, an estimated $258K.
  • Eli Lilly made up 0.26% of Aviance Capital Partners's portfolio in Q1 2026, its #87 holding.
  • Aviance Capital Partners first reported a position in Eli Lilly in Q2 2013 and has held it in 20 quarters since.
  • Aviance Capital Partners's Eli Lilly position peaked at $6.13M in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.