AM Investment Strategies’s Eli Lilly LLY Stock Holding History

AM Investment Strategies’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	$1.72M	Buy	1,434 +15	+1%	+$15.3K	0.33%	43
2026 Q1	$1.3M	Hold	1,419	–	–	0.29%	47
2025 Q4	$1.52M	Sell	1,419 -1,038	-42%	-$993K	0.32%	43
2025 Q3	$1.88M	Buy	2,457 +916	+59%	+$682K	0.41%	37
2025 Q2	$1.2M	Buy	1,541 +119	+8%	+$92.5K	0.28%	49
2025 Q1	$1.18M	Buy	1,422 +101	+8%	+$84K	0.29%	46
2024 Q4	$1.02M	Buy	1,321 +950	+256%	+$787K	0.25%	51
2024 Q3	$328K	Buy	371 +31	+9%	+$27.9K	0.08%	78
2024 Q2	$308K	Sell	340 -130	-28%	-$104K	0.08%	86
2024 Q1	$366K	Hold	470	–	–	0.09%	82
2023 Q4	$274K	Buy	+470	New	+$274K	0.08%	85
2023 Q3	–	Sell	-897	Closed	-$421K	–	93
2023 Q2	$421K	Buy	+897	New	+$376K	0.13%	61

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

AM Investment Strategies's LLY Position: Q2 2026 in Review

AM Investment Strategies increased its Eli Lilly (LLY) stake by 1.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,434 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #43.

AM Investment Strategies first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2025. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

AM Investment Strategies held 1,434 shares of Eli Lilly worth $1.72M as of Q2 2026.
AM Investment Strategies bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
Eli Lilly made up 0.33% of AM Investment Strategies's portfolio in Q2 2026, its #43 holding.
AM Investment Strategies first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
AM Investment Strategies's Eli Lilly position peaked at $1.88M in Q3 2025.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.