AssuredPartners Investment Advisors’s Eli Lilly LLY Stock Holding History

AssuredPartners Investment Advisors’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	$6.45M	Buy	6,962 +4,848	+229%	+$4.91M	0.7%	34
2025 Q4	$2.27M	Buy	2,114 +34	+2%	+$32.5K	0.34%	73
2025 Q3	$1.59M	Sell	2,080 -13	-0.6%	-$9.67K	0.35%	52
2025 Q2	$1.63M	Sell	2,093 -210	-9%	-$163K	0.4%	50
2025 Q1	$1.9M	Buy	2,303 +253	+12%	+$211K	0.37%	75
2024 Q4	$1.58M	Buy	+2,050	New	+$1.7M	0.31%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

AssuredPartners Investment Advisors's LLY Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Eli Lilly (LLY) stake by 229% in Q1 2026, buying an estimated $4.91M and bringing the position to 6,962 shares worth $6.45M. The position accounts for 0.7% of the portfolio, ranked #34.

AssuredPartners Investment Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

AssuredPartners Investment Advisors held 6,962 shares of Eli Lilly worth $6.45M as of Q1 2026.
AssuredPartners Investment Advisors bought 4,848 Eli Lilly shares in Q1 2026, an estimated $4.91M.
Eli Lilly made up 0.7% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #34 holding.
AssuredPartners Investment Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.