Aviso Wealth Management’s Eli Lilly LLY Stock Holding History

Aviso 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 Q1	$4.66M	Buy	5,066 +102	+2%	+$103K	2.1%	10
2025 Q4	$5.34M	Buy	4,964 +259	+6%	+$248K	2.24%	8
2025 Q3	$3.59M	Buy	4,705 +1,048	+29%	+$780K	1.57%	17
2025 Q2	$2.85M	Buy	3,657 +1,597	+78%	+$1.24M	1.33%	17
2025 Q1	$1.7M	Sell	2,060 -20	-1%	-$16.6K	0.9%	29
2024 Q4	$1.61M	Buy	2,080 +66	+3%	+$54.6K	0.82%	32
2024 Q3	$1.78M	Sell	2,014 -125	-6%	-$112K	0.97%	26
2024 Q2	$1.94M	Buy	2,139 +79	+4%	+$63.2K	1.15%	16
2024 Q1	$1.6M	Buy	2,060 +139	+7%	+$98.9K	1.01%	26
2023 Q4	$1.12M	Buy	+1,921	New	+$1.12M	0.81%	32

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aviso Wealth Management's LLY Position: Q1 2026 in Review

Aviso Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $103K and bringing the position to 5,066 shares worth $4.66M. The position accounts for 2.1% of the portfolio, ranked #10.

Aviso Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.34M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Aviso Wealth Management held 5,066 shares of Eli Lilly worth $4.66M as of Q1 2026.
Aviso Wealth Management bought 102 Eli Lilly shares in Q1 2026, an estimated $103K.
Eli Lilly made up 2.1% of Aviso Wealth Management's portfolio in Q1 2026, its #10 holding.
Aviso Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Eli Lilly position peaked at $5.34M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.