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Avity Investment Management’s Eli Lilly LLY Stock Holding History

Avity Investment 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
Q3 		$1.49M Hold
1,286
– – 0.09% 66
2026
Q2 		$1.54M Sell
1,286
-25
-2% -$25.5K 0.1% 64
2026
Q1 		$1.21M Buy
1,311
+1
+0.1% +$1.01K 0.09% 67
2025
Q4 		$1.41M Sell
1,310
-5
-0.4% -$4.78K 0.1% 60
2025
Q3 		$1M Sell
1,315
-25
-2% -$18.6K 0.07% 64
2025
Q2 		$1.04M Sell
1,340
-59
-4% -$45.8K 0.08% 62
2025
Q1 		$1.16M Sell
1,399
-31
-2% -$25.8K 0.09% 57
2024
Q4 		$1.1M Hold
1,430
– – 0.09% 55
2024
Q3 		$1.27M Buy
1,430
+250
+21% +$225K 0.1% 52
2024
Q2 		$1.07M Sell
1,180
-50
-4% -$40K 0.09% 52
2024
Q1 		$957K Sell
1,230
-35
-3% -$24.9K 0.08% 52
2023
Q4 		$737K Buy
1,265
+225
+22% +$131K 0.07% 52
2023
Q3 		$559K Hold
1,040
– – 0.06% 54
2023
Q2 		$488K Buy
1,040
+35
+3% +$14.7K 0.05% 63
2023
Q1 		$345K Sell
1,005
-23
-2% -$7.76K 0.03% 71
2022
Q4 		$376K Buy
1,028
+23
+2% +$8.15K 0.04% 65
2022
Q3 		$325K Hold
1,005
– – 0.04% 63
2022
Q2 		$326K Hold
1,005
– – 0.03% 67
2022
Q1 		$288K Hold
1,005
– – 0.03% 74
2021
Q4 		$278K Buy
1,005
+70
+7% +$17.7K 0.02% 76
2021
Q3 		$216K Hold
935
– – 0.02% 81
2021
Q2 		$215K Buy
+935
New +$188K 0.02% 81
2016
Q1 		– Sell
-2,993
Closed -$252K – 67
2015
Q4 		$252K Buy
+2,993
New +$248K 0.04% 61

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Avity Investment Management's LLY Position: Q3 2026 in Review

Avity Investment Management held its Eli Lilly (LLY) position steady in Q3 2026 at 1,286 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #66.

Avity Investment Management first reported a position in LLY in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.54M in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Avity Investment Management held 1,286 shares of Eli Lilly worth $1.49M as of Q3 2026.
  • Avity Investment Management left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.09% of Avity Investment Management's portfolio in Q3 2026, its #66 holding.
  • Avity Investment Management first reported a position in Eli Lilly in Q4 2015 and has held it in 23 quarters since.
  • Avity Investment Management's Eli Lilly position peaked at $1.54M in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.