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 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 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

3Chopt Investment Partners's LLY Position: Q1 2026 in Review

3Chopt Investment Partners increased its Eli Lilly (LLY) stake by 0.86% in Q1 2026, buying an estimated $31.4K and bringing the position to 3,629 shares worth $3.34M. The position accounts for 0.76% of the portfolio, ranked #26.

3Chopt Investment Partners first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.5M in Q3 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

3Chopt Investment Partners held 3,629 shares of Eli Lilly worth $3.34M as of Q1 2026.
3Chopt Investment Partners bought 31 Eli Lilly shares in Q1 2026, an estimated $31.4K.
Eli Lilly made up 0.76% of 3Chopt Investment Partners's portfolio in Q1 2026, its #26 holding.
3Chopt Investment Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
3Chopt Investment Partners's Eli Lilly position peaked at $4.5M in Q3 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.