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AMI Investment Management’s Eli Lilly LLY Stock Holding History

AMI Investment Management’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 		$313K Sell
261
-4
-2% -$4.09K 0.07% 68
2026
Q1 		$244K Sell
265
-18
-6% -$18.2K 0.05% 68
2025
Q4 		$304K Sell
283
-14
-5% -$13.4K 0.07% 63
2025
Q3 		$227K Buy
+297
New +$221K 0.05% 65
2024
Q3 		– Sell
-229
Closed -$207K – 72
2024
Q2 		$207K Buy
+229
New +$183K 0.07% 65

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMI Investment Management's LLY Position: Q2 2026 in Review

AMI Investment Management reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $4.09K and leaving 261 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #68.

AMI Investment Management first reported a position in LLY in Q2 2024 and has held it in 5 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • AMI Investment Management held 261 shares of Eli Lilly worth $313K as of Q2 2026.
  • AMI Investment Management sold 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.07% of AMI Investment Management's portfolio in Q2 2026, its #68 holding.
  • AMI Investment Management first reported a position in Eli Lilly in Q2 2024 and has held it in 5 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.