IMA Advisory Services’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$694K Buy
579
+434
+299% +$443K 0.04% 207
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

IMA Advisory Services's LLY Position: Q2 2026 in Review

IMA Advisory Services increased its Eli Lilly (LLY) stake by 299% in Q2 2026, buying an estimated $443K and bringing the position to 579 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #207.

IMA Advisory Services first reported a position in LLY in Q2 2018 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IMA Advisory Services held 579 shares of Eli Lilly worth $694K as of Q2 2026.
  • IMA Advisory Services bought 434 Eli Lilly shares in Q2 2026, an estimated $443K.
  • Eli Lilly made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #207 holding.
  • IMA Advisory Services first reported a position in Eli Lilly in Q2 2018 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.