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 Q2	$2.46M	Sell	2,047 -681	-25%	-$696K	0.06%	64
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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Analyst IMS Investment Management Services's LLY Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $696K and leaving 2,047 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #64.

Analyst IMS Investment Management Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Analyst IMS Investment Management Services held 2,047 shares of Eli Lilly worth $2.46M as of Q2 2026.
Analyst IMS Investment Management Services sold 681 Eli Lilly shares in Q2 2026, an estimated $696K.
Eli Lilly made up 0.06% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #64 holding.
Analyst IMS Investment Management Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Analyst IMS Investment Management Services's Eli Lilly position peaked at $2.73M in Q4 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.