Avid Wealth Partners
LLY icon

Avid Wealth Partners’s Eli Lilly LLY Stock Holding History

Avid Wealth 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
Q3 		$445K Buy
385
+9
+2% +$10.6K 0.2% 49
2026
Q2 		$451K Buy
376
+1
+0.3% +$1.02K 0.22% 45
2026
Q1 		$345K Buy
375
+25
+7% +$25.3K 0.16% 52
2025
Q4 		$376K Buy
350
+17
+5% +$16.3K 0.18% 45
2025
Q3 		$254K Sell
333
-68
-17% -$50.6K 0.13% 48
2025
Q2 		$313K Buy
+401
New +$312K 0.18% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Avid Wealth Partners's LLY Position: Q3 2026 in Review

Avid Wealth Partners increased its Eli Lilly (LLY) stake by 2.4% in Q3 2026, buying an estimated $10.6K and bringing the position to 385 shares worth $445K. The position accounts for 0.2% of the portfolio, ranked #49.

Avid Wealth Partners first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $451K in Q2 2026. 2,492 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Avid Wealth Partners held 385 shares of Eli Lilly worth $445K as of Q3 2026.
  • Avid Wealth Partners bought 9 Eli Lilly shares in Q3 2026, an estimated $10.6K.
  • Eli Lilly made up 0.2% of Avid Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Avid Wealth Partners first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
  • Avid Wealth Partners's Eli Lilly position peaked at $451K in Q2 2026.
  • 2,492 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.