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 Q2	$823K	Buy	686 +75	+12%	+$76.6K	0.23%	84
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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMZ Investment Advisors's LLY Position: Q2 2026 in Review

AIMZ Investment Advisors increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $76.6K and bringing the position to 686 shares worth $823K. The position accounts for 0.23% of the portfolio, ranked #84.

AIMZ Investment Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

AIMZ Investment Advisors held 686 shares of Eli Lilly worth $823K as of Q2 2026.
AIMZ Investment Advisors bought 75 Eli Lilly shares in Q2 2026, an estimated $76.6K.
Eli Lilly made up 0.23% of AIMZ Investment Advisors's portfolio in Q2 2026, its #84 holding.
AIMZ Investment Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.