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3Chopt Investment Partners’s Eli Lilly LLY Stock Holding History

3Chopt Investment Partners’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 		$4.81M Buy
4,014
+385
+11% +$393K 0.9% 24
2026
Q1 		$3.34M Buy
3,629
+31
+0.9% +$31.4K 0.76% 26
2025
Q4 		$3.87M Sell
3,598
-1,349
-27% -$1.29M 0.87% 23
2025
Q3 		$3.77M Buy
4,947
+1,399
+39% +$1.04M 0.86% 25
2025
Q2 		$2.77M Sell
3,548
-819
-19% -$636K 0.67% 36
2025
Q1 		$3.61M Sell
4,367
-565
-11% -$470K 0.94% 22
2024
Q4 		$3.81M Sell
4,932
-146
-3% -$121K 1.31% 15
2024
Q3 		$4.5M Buy
5,078
+1,332
+36% +$1.2M 1.61% 11
2024
Q2 		$3.39M Buy
3,746
+483
+15% +$386K 1.04% 19
2024
Q1 		$2.54M Sell
3,263
-214
-6% -$152K 1.04% 34
2023
Q4 		$2.03M Buy
+3,477
New +$2.03M 0.75% 42
2023
Q3 		– Sell
-2,348
Closed -$1.1M – 98
2023
Q2 		$1.1M Hold
2,348
– – 0.55% 52
2023
Q1 		$806K Buy
2,348
+600
+34% +$202K 0.43% 67
2022
Q4 		$639K Buy
+1,748
New +$620K 0.35% 68

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

3Chopt Investment Partners's LLY Position: Q2 2026 in Review

3Chopt Investment Partners increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $393K and bringing the position to 4,014 shares worth $4.81M. The position accounts for 0.9% of the portfolio, ranked #24.

3Chopt Investment Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • 3Chopt Investment Partners held 4,014 shares of Eli Lilly worth $4.81M as of Q2 2026.
  • 3Chopt Investment Partners bought 385 Eli Lilly shares in Q2 2026, an estimated $393K.
  • Eli Lilly made up 0.9% of 3Chopt Investment Partners's portfolio in Q2 2026, its #24 holding.
  • 3Chopt Investment Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.