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Integrated Investment Consultants’s Eli Lilly LLY Stock Holding History

Integrated Investment Consultants’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 		$3.27M Buy
3,555
+14
+0.4% +$14.2K 0.69% 30
2025
Q4 		$3.81M Buy
3,541
+1,391
+65% +$1.33M 0.75% 29
2025
Q3 		$1.64M Sell
2,150
-22
-1% -$16.4K 0.28% 57
2025
Q2 		$1.69M Buy
2,172
+111
+5% +$86.3K 0.33% 50
2025
Q1 		$1.7M Sell
2,061
-1,647
-44% -$1.37M 0.34% 53
2024
Q4 		$2.86M Sell
3,708
-690,459
-99% -$572M 0.59% 34
2024
Q3 		$2.21M Buy
694,167
+692,303
+37,141% +$622M 0.48% 33
2024
Q2 		$1.45M Hold
1,864
– – 0.4% 39
2024
Q1 		$1.45M Buy
1,864
+1
+0.1% +$712 0.4% 39
2023
Q4 		$1.09M Sell
1,863
-16
-0.9% -$9.34K 0.34% 44
2023
Q3 		$1.01M Sell
1,879
-168
-8% -$86.6K 0.37% 42
2023
Q2 		$960K Sell
2,047
-275
-12% -$115K 0.3% 47
2023
Q1 		$797K Buy
2,322
+1,191
+105% +$402K 0.25% 59
2022
Q4 		$414K Buy
1,131
+303
+37% +$107K 0.14% 112
2022
Q3 		$268K Sell
828
-186
-18% -$58.9K 0.11% 169
2022
Q2 		$329K Sell
1,014
-193
-16% -$57.9K 0.12% 141
2022
Q1 		$346K Buy
1,207
+94
+8% +$24.2K 0.09% 197
2021
Q4 		$307K Buy
1,113
+34
+3% +$8.62K 0.08% 226
2021
Q3 		$249K Buy
1,079
+10
+0.9% +$2.47K 0.07% 247
2021
Q2 		$245K Buy
+1,069
New +$215K 0.07% 237
2018
Q2 		– Sell
-1,668
Closed -$129K – 474
2018
Q1 		$129K Buy
+1,668
New +$134K 0.05% 271
2017
Q3 		$128K Hold
1,500
– – 0.06% 235
2017
Q2 		$123K Hold
1,500
– – 0.06% 242
2017
Q1 		$126K Hold
1,500
– – 0.06% 231
2016
Q4 		$110K Buy
1,500
+800
+114% +$59.6K 0.05% 250
2016
Q3 		$56K Hold
700
– – 0.03% 374
2016
Q2 		$55K Hold
700
– – 0.03% 382
2016
Q1 		$52K Buy
+700
New +$53K 0.03% 348

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

Integrated Investment Consultants's LLY Position: Q1 2026 in Review

Integrated Investment Consultants increased its Eli Lilly (LLY) stake by 0.4% in Q1 2026, buying an estimated $14.2K and bringing the position to 3,555 shares worth $3.27M. The position accounts for 0.69% of the portfolio, ranked #30.

Integrated Investment Consultants first reported a position in LLY in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.81M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Integrated Investment Consultants held 3,555 shares of Eli Lilly worth $3.27M as of Q1 2026.
  • Integrated Investment Consultants bought 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
  • Eli Lilly made up 0.69% of Integrated Investment Consultants's portfolio in Q1 2026, its #30 holding.
  • Integrated Investment Consultants first reported a position in Eli Lilly in Q1 2016 and has held it in 28 quarters since.
  • Integrated Investment Consultants's Eli Lilly position peaked at $3.81M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.