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Aviso Financial’s Eli Lilly LLY Stock Holding History

Aviso Financial’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 		$2.1M Buy
1,755
+263
+18% +$269K 0.07% 99
2026
Q1 		$1.37M Buy
1,492
+170
+13% +$172K 0.05% 132
2025
Q4 		$1.42M Buy
1,322
+83
+7% +$79.4K 0.05% 126
2025
Q3 		$945K Buy
1,239
+1,236
+41,200% +$920K 0.04% 164
2025
Q2 		$2.34K Buy
+3
New +$2.33K ﹤0.01% 327
2024
Q4 		– Sell
-108
Closed -$95.7K – 376
2024
Q3 		$95.7K Buy
108
+3
+3% +$2.7K ﹤0.01% 252
2024
Q2 		$95.1K Buy
+105
New +$84K 0.01% 249

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Financial's LLY Position: Q2 2026 in Review

Aviso Financial increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $269K and bringing the position to 1,755 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #99.

Aviso Financial first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Aviso Financial held 1,755 shares of Eli Lilly worth $2.1M as of Q2 2026.
  • Aviso Financial bought 263 Eli Lilly shares in Q2 2026, an estimated $269K.
  • Eli Lilly made up 0.07% of Aviso Financial's portfolio in Q2 2026, its #99 holding.
  • Aviso Financial first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.