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Convergence Investment Partners’s Eli Lilly LLY Stock Holding History

Convergence Investment Partners’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 		$687K Sell
747
-57
-7% -$57.8K 0.11% 203
2025
Q4 		$864K Sell
804
-33
-4% -$31.6K 0.17% 182
2025
Q3 		$639K Sell
837
-1
-0.1% -$744 0.14% 189
2025
Q2 		$653K Sell
838
-82
-9% -$63.7K 0.17% 178
2025
Q1 		$760K Sell
920
-242
-21% -$201K 0.21% 159
2024
Q4 		$897K Sell
1,162
-27
-2% -$22.4K 0.2% 154
2024
Q3 		$1.05M Sell
1,189
-1,037
-47% -$932K 0.28% 117
2024
Q2 		$2.02M Buy
2,226
+70
+3% +$56K 0.59% 47
2024
Q1 		$1.68M Buy
2,156
+602
+39% +$428K 0.64% 40
2023
Q4 		$906K Buy
1,554
+135
+10% +$78.8K 0.47% 75
2023
Q3 		$762K Buy
1,419
+18
+1% +$9.28K 0.45% 77
2023
Q2 		$657K Sell
1,401
-52
-4% -$21.8K 0.38% 81
2023
Q1 		$499K Buy
1,453
+8
+0.6% +$2.7K 0.29% 90
2022
Q4 		$529K Sell
1,445
-77
-5% -$27.3K 0.31% 89
2022
Q3 		$492K Sell
1,522
-104
-6% -$33K 0.32% 91
2022
Q2 		$527K Sell
1,626
-83
-5% -$24.9K 0.32% 92
2022
Q1 		$489K Sell
1,709
-12
-0.7% -$3.09K 0.25% 99
2021
Q4 		$475K Sell
1,721
-74
-4% -$18.8K 0.24% 102
2021
Q3 		$415K Sell
1,795
-80
-4% -$19.7K 0.22% 107
2021
Q2 		$430K Sell
1,875
-81
-4% -$16.3K 0.18% 116
2021
Q1 		$365K Sell
1,956
-31
-2% -$6.06K 0.17% 128
2020
Q4 		$336K Buy
1,987
+15
+0.8% +$2.24K 0.17% 124
2020
Q3 		$292K Sell
1,972
-404
-17% -$62.5K 0.1% 212
2020
Q2 		$390K Buy
2,376
+71
+3% +$10.9K 0.13% 184
2020
Q1 		$320K Sell
2,305
-161
-7% -$22.1K 0.14% 187
2019
Q4 		$324K Sell
2,466
-36
-1% -$4.17K 0.09% 188
2019
Q3 		$280K Buy
2,502
+6
+0.2% +$668 0.08% 194
2019
Q2 		$277K Sell
2,496
-10,170
-80% -$1.2M 0.07% 206
2019
Q1 		$1.64M Buy
12,666
+10,287
+432% +$1.25M 0.36% 109
2018
Q4 		$275K Sell
2,379
-5,536
-70% -$618K 0.06% 263
2018
Q3 		$849K Sell
7,915
-40,771
-84% -$4.08M 0.17% 165
2018
Q2 		$4.15M Buy
48,686
+46,729
+2,388% +$3.84M 0.58% 52
2018
Q1 		$151K Buy
+1,957
New +$158K 0.02% 309
2017
Q3 		– Sell
-5,871
Closed -$483K – 366
2017
Q2 		$483K Buy
+5,871
New +$479K 0.07% 291
2015
Q2 		– Sell
-32,346
Closed -$2.35M – 382
2015
Q1 		$2.35M Buy
32,346
+2,339
+8% +$167K 0.33% 103
2014
Q4 		$2.07M Sell
30,007
-39,083
-57% -$2.64M 0.28% 132
2014
Q3 		$4.48M Sell
69,090
-48,700
-41% -$3.08M 0.61% 30
2014
Q2 		$7.32M Buy
117,790
+48,578
+70% +$2.9M 0.97% 12
2014
Q1 		$4.07M Sell
69,212
-14,183
-17% -$792K 0.62% 29
2013
Q4 		$4.25M Sell
83,395
-9,220
-10% -$462K 0.69% 21
2013
Q3 		$4.66M Buy
92,615
+46,402
+100% +$2.43M 0.99% 17
2013
Q2 		$2.27M Buy
+46,213
New +$2.51M 0.59% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Convergence Investment Partners's LLY Position: Q1 2026 in Review

Convergence Investment Partners reduced its Eli Lilly (LLY) stake by 7.1% in Q1 2026, selling an estimated $57.8K and leaving 747 shares worth $687K. The position accounts for 0.11% of the portfolio, ranked #203.

Convergence Investment Partners first reported a position in LLY in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.32M in Q2 2014. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Convergence Investment Partners held 747 shares of Eli Lilly worth $687K as of Q1 2026.
  • Convergence Investment Partners sold 57 Eli Lilly shares in Q1 2026, an estimated $57.8K.
  • Eli Lilly made up 0.11% of Convergence Investment Partners's portfolio in Q1 2026, its #203 holding.
  • Convergence Investment Partners first reported a position in Eli Lilly in Q2 2013 and has held it in 42 quarters since.
  • Convergence Investment Partners's Eli Lilly position peaked at $7.32M in Q2 2014.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.