AWM
LLY icon

Avior Wealth Management’s Eli Lilly LLY Stock Holding History

Avior Wealth Management’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 		$7.7M Buy
6,424
+354
+6% +$362K 0.2% 102
2026
Q1 		$5.58M Buy
6,070
+615
+11% +$623K 0.16% 124
2025
Q4 		$5.86M Sell
5,455
-733
-12% -$701K 0.18% 101
2025
Q3 		$4.72M Buy
6,188
+750
+14% +$558K 0.15% 111
2025
Q2 		$4.24M Hold
5,438
– – 0.15% 115
2025
Q1 		$4.49M Buy
5,438
+185
+4% +$154K 0.17% 99
2024
Q4 		$4.06M Buy
5,253
+414
+9% +$343K 0.15% 110
2024
Q3 		$4.29M Sell
4,839
-64
-1% -$57.5K 0.17% 101
2024
Q2 		$4.44M Sell
4,903
-1,612
-25% -$1.29M 0.19% 92
2024
Q1 		$5.07M Buy
6,515
+1,580
+32% +$1.12M 0.24% 81
2023
Q4 		$2.88M Buy
4,935
+72
+1% +$42K 0.17% 108
2023
Q3 		$2.61M Sell
4,863
-307
-6% -$158K 0.18% 104
2023
Q2 		$2.42M Sell
5,170
-358
-6% -$150K 0.16% 114
2023
Q1 		$1.9M Buy
5,528
+457
+9% +$154K 0.13% 122
2022
Q4 		$1.86M Sell
5,071
-49
-1% -$17.4K 0.14% 122
2022
Q3 		$1.66M Sell
5,120
-99
-2% -$31.4K 0.14% 120
2022
Q2 		$1.69M Sell
5,219
-488
-9% -$146K 0.17% 107
2022
Q1 		$1.63M Sell
5,707
-1
-0% -$257 0.14% 119
2021
Q4 		$1.57M Sell
5,708
-1,363
-19% -$346K 0.13% 128
2021
Q3 		$1.63M Buy
7,071
+2,497
+55% +$616K 0.13% 127
2021
Q2 		$1.05M Sell
4,574
-32
-0.7% -$6.43K 0.11% 171
2021
Q1 		$859K Buy
4,606
+603
+15% +$118K 0.09% 198
2020
Q4 		$675K Sell
4,003
-100
-2% -$14.9K 0.08% 203
2020
Q3 		$606K Sell
4,103
-641
-14% -$99.2K 0.09% 202
2020
Q2 		$778K Sell
4,744
-129
-3% -$19.8K 0.12% 159
2020
Q1 		$675K Sell
4,873
-469
-9% -$64.4K 0.13% 158
2019
Q4 		$701K Hold
5,342
– – 0.11% 184
2019
Q3 		$596K Buy
5,342
+59
+1% +$6.57K 0.1% 184
2019
Q2 		$585K Buy
5,283
+368
+7% +$43.3K 0.1% 183
2019
Q1 		$637K Sell
4,915
-683
-12% -$83.1K 0.14% 161
2018
Q4 		$647K Buy
5,598
+225
+4% +$25.1K 0.16% 134
2018
Q3 		$577K Sell
5,373
-780
-13% -$78K 0.12% 157
2018
Q2 		$525K Sell
6,153
-43
-0.7% -$3.53K 0.12% 163
2018
Q1 		$479K Sell
6,196
-457
-7% -$36.8K 0.11% 171
2017
Q4 		$562K Buy
6,653
+4,335
+187% +$369K 0.13% 155
2017
Q3 		$198K Buy
2,318
+100
+5% +$8.2K 0.07% 137
2017
Q2 		$183K Hold
2,218
– – 0.07% 120
2017
Q1 		$187K Sell
2,218
-200
-8% -$16K 0.06% 150
2016
Q4 		$178K Hold
2,418
– – 0.07% 141
2016
Q3 		$194K Hold
2,418
– – 0.08% 136
2016
Q2 		$190K Hold
2,418
– – 0.08% 132
2016
Q1 		$174K Buy
2,418
+325
+16% +$24.6K 0.08% 130
2015
Q4 		$176K Hold
2,093
– – 0.1% 120
2015
Q3 		$175K Sell
2,093
-199
-9% -$16.8K 0.1% 111
2015
Q2 		$191K Buy
2,292
+320
+16% +$24.4K 0.15% 65
2015
Q1 		$143K Hold
1,972
– – 0.11% 79
2014
Q4 		$136K Hold
1,972
– – 0.11% 78
2014
Q3 		$128K Hold
1,972
– – 0.11% 77
2014
Q2 		$123K Sell
1,972
-984
-33% -$58.7K 0.1% 76
2014
Q1 		$174K Sell
2,956
-968
-25% -$54K 0.15% 60
2013
Q4 		$200K Buy
+3,924
New +$196K 0.19% 55

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avior Wealth Management's LLY Position: Q2 2026 in Review

Avior Wealth Management increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $362K and bringing the position to 6,424 shares worth $7.7M. The position accounts for 0.2% of the portfolio, ranked #102.

Avior Wealth Management first reported a position in LLY in Q4 2013 and has held it in 51 quarters since. 1,651 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Avior Wealth Management held 6,424 shares of Eli Lilly worth $7.7M as of Q2 2026.
  • Avior Wealth Management bought 354 Eli Lilly shares in Q2 2026, an estimated $362K.
  • Eli Lilly made up 0.2% of Avior Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Avior Wealth Management first reported a position in Eli Lilly in Q4 2013 and has held it in 51 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.