American Investment Services’s Eli Lilly LLY Stock Holding History

American Investment Services’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	$1.3M	Buy	1,409 +14	+1%	+$14.2K	0.29%	61
2025 Q4	$1.5M	Hold	1,395	–	–	0.35%	57
2025 Q3	$1.06M	Hold	1,395	–	–	0.26%	65
2025 Q2	$1.09M	Sell	1,395 -23	-2%	-$17.9K	0.28%	64
2025 Q1	$1.17M	Hold	1,418	–	–	0.21%	77
2024 Q4	$1.09M	Sell	1,418 -210	-13%	-$174K	0.19%	77
2024 Q3	$1.44M	Sell	1,628 -160	-9%	-$144K	0.24%	69
2024 Q2	$1.62M	Hold	1,788	–	–	0.29%	65
2024 Q1	$1.39M	Hold	1,788	–	–	0.25%	70
2023 Q4	$1.04M	Buy	1,788 +10	+0.6%	+$5.84K	0.2%	75
2023 Q3	$955K	Sell	1,778 -130	-7%	-$67K	0.2%	73
2023 Q2	$895K	Sell	1,908 -242	-11%	-$101K	0.18%	77
2023 Q1	$787K	Hold	2,150	–	–	0.16%	82
2022 Q4	$787K	Hold	2,150	–	–	0.16%	82
2022 Q3	$695K	Sell	2,150 -700	-25%	-$222K	0.17%	74
2022 Q2	$924K	Hold	2,850	–	–	0.21%	62
2022 Q1	$816K	Hold	2,850	–	–	0.18%	67
2021 Q4	$787K	Hold	2,850	–	–	0.17%	72
2021 Q3	$658K	Hold	2,850	–	–	0.15%	78
2021 Q2	$654K	Hold	2,850	–	–	0.15%	75
2021 Q1	$532K	Hold	2,850	–	–	0.14%	77
2020 Q4	$481K	Hold	2,850	–	–	0.15%	76
2020 Q3	$422K	Hold	2,850	–	–	0.14%	98
2020 Q2	$468K	Sell	2,850 -50	-2%	-$7.67K	0.16%	94
2020 Q1	$402K	Hold	2,900	–	–	0.15%	98
2019 Q4	$381K	Hold	2,900	–	–	0.12%	111
2019 Q3	$324K	Hold	2,900	–	–	0.1%	110
2019 Q2	$321K	Hold	2,900	–	–	0.1%	109
2019 Q1	$376K	Hold	2,900	–	–	0.12%	101
2018 Q4	$336K	Hold	2,900	–	–	0.12%	92
2018 Q3	$311K	Hold	2,900	–	–	0.1%	94
2018 Q2	$247K	Hold	2,900	–	–	0.09%	102
2018 Q1	$224K	Hold	2,900	–	–	0.08%	106
2017 Q4	$245K	Hold	2,900	–	–	0.09%	101
2017 Q3	$248K	Hold	2,900	–	–	0.09%	94
2017 Q2	$239K	Hold	2,900	–	–	0.09%	101
2017 Q1	$244K	Sell	2,900 -100	-3%	-$8.01K	0.1%	93
2016 Q4	$221K	Hold	3,000	–	–	0.09%	99
2016 Q3	$241K	Sell	3,000 -375	-11%	-$30K	0.1%	96
2016 Q2	$266K	Buy	3,375 +375	+13%	+$28.2K	0.12%	86
2016 Q1	$216K	Sell	3,000 -1,000	-25%	-$75.7K	0.11%	84
2015 Q4	$337K	Sell	4,000 -1,000	-20%	-$83K	0.18%	69
2015 Q3	$418K	Hold	5,000	–	–	0.23%	59
2015 Q2	$417K	Buy	+5,000	New	+$381K	0.22%	64

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

American Investment Services's LLY Position: Q1 2026 in Review

American Investment Services increased its Eli Lilly (LLY) stake by 1% in Q1 2026, buying an estimated $14.2K and bringing the position to 1,409 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #61.

American Investment Services first reported a position in LLY in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.62M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

American Investment Services held 1,409 shares of Eli Lilly worth $1.3M as of Q1 2026.
American Investment Services bought 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
Eli Lilly made up 0.29% of American Investment Services's portfolio in Q1 2026, its #61 holding.
American Investment Services first reported a position in Eli Lilly in Q2 2015 and has held it in 44 quarters since.
American Investment Services's Eli Lilly position peaked at $1.62M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.