Analyst IMS Investment Management Services’s Eli Lilly LLY Stock Holding History

Analyst IMS Investment Management 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	$2.51M	Buy	2,728 +187	+7%	+$190K	0.08%	55
2025 Q4	$2.73M	Buy	2,541 +1,080	+74%	+$1.03M	0.08%	54
2025 Q3	$1.11M	Sell	1,461 -229	-14%	-$170K	0.03%	77
2025 Q2	$1.32M	Sell	1,690 -1,296	-43%	-$1.01M	0.05%	77
2025 Q1	$2.47M	Buy	2,986 +1,228	+70%	+$1.02M	0.1%	52
2024 Q4	$1.36M	Sell	1,758 -916	-34%	-$758K	0.05%	70
2024 Q3	$2.37M	Buy	2,674 +1,085	+68%	+$975K	0.09%	49
2024 Q2	$1.44M	Buy	1,589 +1,142	+255%	+$914K	0.06%	60
2024 Q1	$348K	Buy	+447	New	+$318K	0.02%	97

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

Analyst IMS Investment Management Services's LLY Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Eli Lilly (LLY) stake by 7.4% in Q1 2026, buying an estimated $190K and bringing the position to 2,728 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #55.

Analyst IMS Investment Management Services first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Analyst IMS Investment Management Services held 2,728 shares of Eli Lilly worth $2.51M as of Q1 2026.
Analyst IMS Investment Management Services bought 187 Eli Lilly shares in Q1 2026, an estimated $190K.
Eli Lilly made up 0.08% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #55 holding.
Analyst IMS Investment Management Services first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Analyst IMS Investment Management Services's Eli Lilly position peaked at $2.73M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.