AIMZ Investment Advisors’s Eli Lilly LLY Stock Holding History

AIMZ Investment Advisors’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	$562K	Buy	611 +27	+5%	+$27.4K	0.17%	89
2025 Q4	$628K	Hold	584	–	–	0.18%	87
2025 Q3	$446K	Hold	584	–	–	0.14%	94
2025 Q2	$455K	Hold	584	–	–	0.15%	93
2025 Q1	$483K	Buy	584 +81	+16%	+$67.4K	0.17%	90
2024 Q4	$388K	Hold	503	–	–	0.13%	97
2024 Q3	$446K	Hold	503	–	–	0.15%	90
2024 Q2	$455K	Hold	503	–	–	0.16%	87
2024 Q1	$391K	Hold	503	–	–	0.15%	92
2023 Q4	$293K	Hold	503	–	–	0.12%	96
2023 Q3	$270K	Hold	503	–	–	0.12%	97
2023 Q2	$236K	Buy	+503	New	+$211K	0.1%	106

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

AIMZ Investment Advisors's LLY Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Eli Lilly (LLY) stake by 4.6% in Q1 2026, buying an estimated $27.4K and bringing the position to 611 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #89.

AIMZ Investment Advisors first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $628K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

AIMZ Investment Advisors held 611 shares of Eli Lilly worth $562K as of Q1 2026.
AIMZ Investment Advisors bought 27 Eli Lilly shares in Q1 2026, an estimated $27.4K.
Eli Lilly made up 0.17% of AIMZ Investment Advisors's portfolio in Q1 2026, its #89 holding.
AIMZ Investment Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
AIMZ Investment Advisors's Eli Lilly position peaked at $628K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.