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Alley Investment Management Company’s Eli Lilly LLY Stock Holding History

Alley Investment Management Company’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 		$15.4M Sell
12,873
-8
-0.1% -$8.17K 1.8% 22
2026
Q1 		$11.8M Sell
12,881
-79
-0.6% -$80.1K 1.44% 30
2025
Q4 		$13.9M Sell
12,960
-141
-1% -$135K 1.63% 26
2025
Q3 		$10M Buy
13,101
+44
+0.3% +$32.7K 1.16% 37
2025
Q2 		$10.2M Buy
13,057
+68
+0.5% +$52.8K 1.23% 35
2025
Q1 		$10.7M Buy
12,989
+40
+0.3% +$33.3K 1.35% 33
2024
Q4 		$10M Buy
12,949
+137
+1% +$113K 1.26% 36
2024
Q3 		$11.4M Buy
12,812
+2,126
+20% +$1.91M 1.44% 32
2024
Q2 		$9.67M Buy
10,686
+63
+0.6% +$50.4K 1.32% 38
2024
Q1 		$8.26M Buy
10,623
+38
+0.4% +$27K 1.14% 40
2023
Q4 		$6.17M Buy
10,585
+3,626
+52% +$2.12M 0.9% 43
2023
Q3 		$3.74M Buy
+6,959
New +$3.59M 0.63% 52

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

Alley Investment Management Company's LLY Position: Q2 2026 in Review

Alley Investment Management Company reduced its Eli Lilly (LLY) stake by 0.06% in Q2 2026, selling an estimated $8.17K and leaving 12,873 shares worth $15.4M. The position accounts for 1.8% of the portfolio, ranked #22.

Alley Investment Management Company first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alley Investment Management Company held 12,873 shares of Eli Lilly worth $15.4M as of Q2 2026.
  • Alley Investment Management Company sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 1.8% of Alley Investment Management Company's portfolio in Q2 2026, its #22 holding.
  • Alley Investment Management Company first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.