Avidian Wealth Enterprises’s Eli Lilly LLY Stock Holding History

Avidian Wealth Enterprises’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	$10.4M	Buy	8,670 +693	+9%	+$708K	0.29%	59
2026 Q1	$7.34M	Buy	7,977 +2,338	+41%	+$2.37M	0.23%	70
2025 Q4	$6.06M	Buy	5,639 +354	+7%	+$338K	0.22%	70
2025 Q3	$4.03M	Buy	5,285 +479	+10%	+$356K	0.15%	91
2025 Q2	$3.75M	Sell	4,806 -360	-7%	-$280K	0.15%	88
2025 Q1	$4.27M	Buy	5,166 +243	+5%	+$202K	0.19%	76
2024 Q4	$3.8M	Buy	4,923 +536	+12%	+$444K	0.17%	83
2024 Q3	$3.89M	Buy	4,387 +163	+4%	+$147K	0.18%	80
2024 Q2	$3.82M	Buy	4,224 +616	+17%	+$493K	0.16%	82
2024 Q1	$2.81M	Buy	3,608 +664	+23%	+$473K	0.14%	87
2023 Q4	$1.72M	Buy	2,944 +116	+4%	+$67.7K	0.11%	119
2023 Q3	$1.52M	Sell	2,828 -188	-6%	-$96.9K	0.11%	120
2023 Q2	$1.41M	Sell	3,016 -4,613	-60%	-$1.93M	0.09%	144
2023 Q1	$2.62M	Sell	7,629 -187	-2%	-$63.1K	0.14%	121
2022 Q4	$2.86M	Buy	7,816 +462	+6%	+$164K	0.19%	99
2022 Q3	$2.38M	Buy	7,354 +30	+0.4%	+$9.51K	0.17%	82
2022 Q2	$2.38M	Buy	7,324 +1,029	+16%	+$309K	0.17%	96
2022 Q1	$1.8M	Sell	6,295 -49	-0.8%	-$12.6K	0.11%	128
2021 Q4	$1.75M	Buy	6,344 +2,403	+61%	+$609K	0.11%	128
2021 Q3	$911K	Buy	3,941 +395	+11%	+$97.5K	0.07%	139
2021 Q2	$814K	Buy	3,546 +79	+2%	+$15.9K	0.06%	148
2021 Q1	$648K	Buy	3,467 +51	+1%	+$9.98K	0.06%	168
2020 Q4	$577K	Buy	3,416 +346	+11%	+$51.7K	0.05%	162
2020 Q3	$454K	Buy	3,070 +49	+2%	+$7.58K	0.05%	170
2020 Q2	$496K	Buy	3,021 +90	+3%	+$13.8K	0.07%	138
2020 Q1	$407K	Sell	2,931 -152	-5%	-$20.9K	0.07%	123
2019 Q4	$405K	Buy	3,083 +965	+46%	+$112K	0.06%	139
2019 Q3	$237K	Buy	2,118 +217	+11%	+$24.2K	0.04%	170
2019 Q2	$211K	Buy	1,901 +249	+15%	+$29.3K	0.05%	137
2019 Q1	$214K	Buy	+1,652	New	+$201K	0.05%	122
2018 Q3	–	Sell	-2,400	Closed	-$205K	–	115
2018 Q2	$205K	Buy	+2,400	New	+$197K	0.06%	93
2018 Q1	–	Sell	-2,400	Closed	-$203	–	109
2017 Q4	$203	Hold	2,400	–	–	0.05%	98
2017 Q3	$205K	Buy	+2,400	New	+$197K	0.08%	85
2017 Q2	–	Sell	-2,400	Closed	-$202K	–	94
2017 Q1	$202K	Buy	+2,400	New	+$192K	0.08%	79

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avidian Wealth Enterprises's LLY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $708K and bringing the position to 8,670 shares worth $10.4M. The position accounts for 0.29% of the portfolio, ranked #59.

Avidian Wealth Enterprises first reported a position in LLY in Q1 2017 and has held it in 34 quarters since. 1,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Avidian Wealth Enterprises held 8,670 shares of Eli Lilly worth $10.4M as of Q2 2026.
Avidian Wealth Enterprises bought 693 Eli Lilly shares in Q2 2026, an estimated $708K.
Eli Lilly made up 0.29% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #59 holding.
Avidian Wealth Enterprises first reported a position in Eli Lilly in Q1 2017 and has held it in 34 quarters since.
1,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.