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IMZ Advisory’s Eli Lilly LLY Stock Holding History

IMZ Advisory’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 		$897K Buy
748
+1
+0.1% +$1.02K 0.28% 20
2026
Q1 		$687K Buy
747
+7
+0.9% +$7.1K 0.26% 21
2025
Q4 		$796K Buy
740
+1
+0.1% +$956 0.29% 20
2025
Q3 		$564K Buy
739
+86
+13% +$64K 0.21% 24
2025
Q2 		$504K Buy
653
+1
+0.2% +$777 0.2% 24
2025
Q1 		$538K Sell
652
-10
-2% -$8.32K 0.24% 22
2024
Q4 		$511K Buy
662
+13
+2% +$10.8K 0.23% 22
2024
Q3 		$576K Hold
649
– – 0.27% 23
2024
Q2 		$587K Buy
649
+1
+0.2% +$800 0.29% 22
2024
Q1 		$504K Buy
648
+2
+0.3% +$1.42K 0.26% 23
2023
Q4 		$506K Buy
+646
New +$377K 0.27% 24

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IMZ Advisory's LLY Position: Q2 2026 in Review

IMZ Advisory increased its Eli Lilly (LLY) stake by 0.13% in Q2 2026, buying an estimated $1.02K and bringing the position to 748 shares worth $897K. The position accounts for 0.28% of the portfolio, ranked #20.

IMZ Advisory first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IMZ Advisory held 748 shares of Eli Lilly worth $897K as of Q2 2026.
  • IMZ Advisory bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.28% of IMZ Advisory's portfolio in Q2 2026, its #20 holding.
  • IMZ Advisory first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.