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Alexis Investment Partners’s Eli Lilly LLY Stock Holding History

Alexis 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 		$1.14M Buy
+928
New +$948K 0.67% 35
2026
Q1 		– Sell
-6
Closed -$6.45K – 75
2025
Q4 		$6.45K Hold
6
– – ﹤0.01% 85
2025
Q3 		$4.58K Buy
+6
New +$4.46K ﹤0.01% 84
2025
Q1 		– Sell
-6
Closed -$4.63K – 70
2024
Q4 		$4.63K Buy
+6
New +$4.97K ﹤0.01% 76

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

Alexis Investment Partners's LLY Position: Q2 2026 in Review

Alexis Investment Partners opened a new position in Eli Lilly (LLY) in Q2 2026: 928 shares worth $1.14M. The stake represents 0.67% of the portfolio and ranks #35 among its holdings. This is a return to the name: Alexis Investment Partners previously reported a position in LLY as recently as Q4 2025.

Alexis Investment Partners first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alexis Investment Partners held 928 shares of Eli Lilly worth $1.14M as of Q2 2026.
  • Eli Lilly was a new Alexis Investment Partners position in Q2 2026.
  • Eli Lilly made up 0.67% of Alexis Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Alexis Investment Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.