Interchange Capital Partners’s Eli Lilly LLY Stock Holding History

Interchange Capital 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 Q1	$1.08M	Sell	1,270 -3,028	-70%	-$3.07M	0.34%	72
2025 Q4	$4.62M	Buy	4,298 +2,314	+117%	+$2.21M	0.86%	22
2025 Q3	$1.51M	Buy	1,984 +724	+57%	+$539K	0.3%	67
2025 Q2	$983K	Hold	1,260	–	–	0.23%	89
2025 Q1	$1.04M	Buy	1,260 +79	+7%	+$65.7K	0.29%	72
2024 Q4	$912K	Buy	1,181 +120	+11%	+$99.4K	0.33%	84
2024 Q3	$940K	Buy	1,061 +23	+2%	+$20.7K	0.33%	81
2024 Q2	$940K	Buy	1,038 +635	+158%	+$508K	0.34%	77
2024 Q1	$314K	Buy	403 +29	+8%	+$20.6K	0.21%	120
2023 Q4	$218K	Sell	374 -241	-39%	-$141K	0.16%	138
2023 Q3	$330K	Buy	615 +15	+3%	+$7.73K	0.26%	93
2023 Q2	$281K	Buy	+600	New	+$252K	0.21%	113
2021 Q1	–	Sell	-1,912	Closed	-$322K	–	723
2020 Q4	$322K	Buy	+1,912	New	+$285K	0.17%	142

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Interchange Capital Partners's LLY Position: Q1 2026 in Review

Interchange Capital Partners reduced its Eli Lilly (LLY) stake by 70% in Q1 2026, selling an estimated $3.07M and leaving 1,270 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #72.

Interchange Capital Partners first reported a position in LLY in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.62M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Interchange Capital Partners held 1,270 shares of Eli Lilly worth $1.08M as of Q1 2026.
Interchange Capital Partners sold 3,028 Eli Lilly shares in Q1 2026, an estimated $3.07M.
Eli Lilly made up 0.34% of Interchange Capital Partners's portfolio in Q1 2026, its #72 holding.
Interchange Capital Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's Eli Lilly position peaked at $4.62M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.