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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
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 $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

Aviso Financial's LLY Position: Q1 2026 in Review

Aviso Financial increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $172K and bringing the position to 1,492 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #132.

Aviso Financial first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aviso Financial held 1,492 shares of Eli Lilly worth $1.37M as of Q1 2026.
  • Aviso Financial bought 170 Eli Lilly shares in Q1 2026, an estimated $172K.
  • Eli Lilly made up 0.05% of Aviso Financial's portfolio in Q1 2026, its #132 holding.
  • Aviso Financial first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • Aviso Financial's Eli Lilly position peaked at $1.42M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.