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HealthInvest Partners’s Eli Lilly LLY Stock Holding History

HealthInvest 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
Q2 		$35.8M Sell
29,821
-9,901
-25% -$10.1M 9.62% 1
2026
Q1 		$26.8M Buy
39,722
+8,589
+28% +$8.71M 8.67% 1
2025
Q4 		$33.5M Sell
31,133
-6,111
-16% -$5.84M 10.67% 1
2025
Q3 		$3.02M Sell
37,244
-1,477
-4% -$1.1M 11.19% 1
2025
Q2 		$30.2M Buy
38,721
+4,119
+12% +$3.2M 12.92% 1
2025
Q1 		$28.6M Sell
34,602
-2,466
-7% -$2.05M 12.62% 1
2024
Q4 		$28.7M Buy
37,068
+6,504
+21% +$5.39M 13.6% 1
2024
Q3 		$27.1M Buy
30,564
+3,420
+13% +$3.07M 12.73% 1
2024
Q2 		$24.6M Buy
27,144
+6,366
+31% +$5.09M 14.98% 1
2024
Q1 		$16.2M Buy
20,778
+4,973
+31% +$3.54M 9.84% 2
2023
Q4 		$9.21M Buy
+15,805
New +$9.23M 7.21% 2
2022
Q4 		$123K Buy
+335
New +$119K 0.24% 14
2017
Q4 		$2.7M Buy
+32,000
New +$2.72M 5.7% 13

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HealthInvest Partners's LLY Position: Q2 2026 in Review

HealthInvest Partners reduced its Eli Lilly (LLY) stake by 25% in Q2 2026, selling an estimated $10.1M and leaving 29,821 shares worth $35.8M. The position accounts for 9.62% of the portfolio, ranked #1.

HealthInvest Partners first reported a position in LLY in Q4 2017 and has held it in 13 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HealthInvest Partners held 29,821 shares of Eli Lilly worth $35.8M as of Q2 2026.
  • HealthInvest Partners sold 9,901 Eli Lilly shares in Q2 2026, an estimated $10.1M.
  • Eli Lilly made up 9.62% of HealthInvest Partners's portfolio in Q2 2026, its #1 holding.
  • HealthInvest Partners first reported a position in Eli Lilly in Q4 2017 and has held it in 13 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.