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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
Q2 		$2.75M Buy
2,290
+1,020
+80% +$1.04M 0.52% 44
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Interchange Capital Partners's LLY Position: Q2 2026 in Review

Interchange Capital Partners increased its Eli Lilly (LLY) stake by 80% in Q2 2026, buying an estimated $1.04M and bringing the position to 2,290 shares worth $2.75M. The position accounts for 0.52% of the portfolio, ranked #44.

Interchange Capital Partners first reported a position in LLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.62M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Interchange Capital Partners held 2,290 shares of Eli Lilly worth $2.75M as of Q2 2026.
  • Interchange Capital Partners bought 1,020 Eli Lilly shares in Q2 2026, an estimated $1.04M.
  • Eli Lilly made up 0.52% of Interchange Capital Partners's portfolio in Q2 2026, its #44 holding.
  • Interchange Capital Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 14 quarters since.
  • Interchange Capital Partners's Eli Lilly position peaked at $4.62M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.