SEC 13F Intelligence

Aviso Wealth Management / LLY

Aviso Wealth Management’s Eli Lilly & Co Position

Does Aviso Wealth Management own Eli Lilly & Co (LLY)? Yes — 5.1K shares worth $5M (+2.10% of its 13F portfolio) as of Q1 2026, up from 5.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
5.1K
% of Portfolio
+2.10%
Quarters Held
10
currently held

Position History LLY

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.1K$5M+2.10%
Q4 20255.0K$5M+2.24%
Q3 20254.7K$4M+1.56%
Q2 20253.7K$3M+1.33%
Q1 20252.1K$2M+0.90%
Q4 20242.1K$2M+0.82%
Q3 20242.0K$2M+0.97%
Q2 20242.1K$2M+1.15%
Q1 20242.1K$2M+1.01%
Q4 20231.9K$1M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of LLY.