IMA Advisory Services’s Eli Lilly LLY Stock Holding History

IMA Advisory 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	$133K	Buy	145 +1	+0.7%	+$1.01K	0.01%	191
2025 Q4	$155K	Buy	144 +24	+20%	+$22.9K	0.01%	186
2025 Q3	$91.6K	Buy	120 +41	+52%	+$30.5K	0.01%	196
2025 Q2	$61.6K	Buy	79 +12	+18%	+$9.32K	0.01%	217
2025 Q1	$55.3K	Buy	+67	New	+$55.8K	0.01%	228
2024 Q4	–	Sell	-39	Closed	-$34.6K	–	233
2024 Q3	$34.6K	Buy	+39	New	+$35.1K	0.01%	198
2022 Q4	–	Sell	-2	Closed	-$1K	–	398
2022 Q3	$1K	Buy	+2	New	+$634	﹤0.01%	312
2020 Q4	–	Sell	-13	Closed	-$2K	–	303
2020 Q3	$2K	Buy	+13	New	+$2.01K	﹤0.01%	267
2019 Q1	–	Sell	-1	Closed	–	–	311
2018 Q4	$0	Hold	1	–	–	﹤0.01%	336
2018 Q3	$0	Hold	1	–	–	﹤0.01%	407
2018 Q2	$0	Buy	+1	New	+$82	﹤0.01%	473

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

IMA Advisory Services's LLY Position: Q1 2026 in Review

IMA Advisory Services increased its Eli Lilly (LLY) stake by 0.69% in Q1 2026, buying an estimated $1.01K and bringing the position to 145 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #191.

IMA Advisory Services first reported a position in LLY in Q2 2018 and has held it in 11 quarters since. The position peaked at $155K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

IMA Advisory Services held 145 shares of Eli Lilly worth $133K as of Q1 2026.
IMA Advisory Services bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #191 holding.
IMA Advisory Services first reported a position in Eli Lilly in Q2 2018 and has held it in 11 quarters since.
IMA Advisory Services's Eli Lilly position peaked at $155K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.