Investment House LLC’s Eli Lilly LLY Stock Holding History

Investment House LLC’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	$55.6M	Sell	46,347 -95	-0.2%	-$97.1K	2.51%	11
2026 Q1	$42.7M	Sell	46,442 -451	-1%	-$457K	2.22%	9
2025 Q4	$50.4M	Sell	46,893 -145	-0.3%	-$139K	2.4%	10
2025 Q3	$35.9M	Sell	47,038 -127	-0.3%	-$94.5K	1.7%	14
2025 Q2	$36.8M	Sell	47,165 -370	-0.8%	-$288K	1.86%	10
2025 Q1	$39.3M	Sell	47,535 -135	-0.3%	-$112K	2.24%	9
2024 Q4	$36.8M	Sell	47,670 -857	-2%	-$710K	2%	11
2024 Q3	$43M	Sell	48,527 -142	-0.3%	-$128K	2.32%	10
2024 Q2	$44.1M	Sell	48,669 -651	-1%	-$521K	2.51%	11
2024 Q1	$38.4M	Buy	49,320 +121	+0.2%	+$86.1K	2.26%	11
2023 Q4	$28.7M	Sell	49,199 -193	-0.4%	-$113K	2.03%	12
2023 Q3	$26.5M	Sell	49,392 -670	-1%	-$345K	2.09%	12
2023 Q2	$23.5M	Sell	50,062 -728	-1%	-$305K	1.76%	13
2023 Q1	$17.4M	Sell	50,790 -1,093	-2%	-$369K	1.43%	20
2022 Q4	$19M	Sell	51,883 -345	-0.7%	-$122K	1.78%	16
2022 Q3	$16.9M	Buy	52,228 +1,955	+4%	+$619K	1.58%	17
2022 Q2	$16.3M	Buy	50,273 +5,767	+13%	+$1.73M	1.44%	20
2022 Q1	$12.7M	Sell	44,506 -4,040	-8%	-$1.04M	0.93%	31
2021 Q4	$13.4M	Sell	48,546 -710	-1%	-$180K	0.86%	37
2021 Q3	$11.4M	Sell	49,256 -35	-0.1%	-$8.64K	0.83%	35
2021 Q2	$11.3M	Buy	49,291 +355	+0.7%	+$71.3K	0.8%	36
2021 Q1	$9.14M	Sell	48,936 -610	-1%	-$119K	0.71%	40
2020 Q4	$8.37M	Buy	49,546 +2,755	+6%	+$411K	0.59%	45
2020 Q3	$6.93M	Buy	46,791 +605	+1%	+$93.6K	0.54%	51
2020 Q2	$7.58M	Buy	46,186 +190	+0.4%	+$29.2K	0.67%	41
2020 Q1	$6.38M	Buy	45,996 +3,856	+9%	+$530K	0.73%	41
2019 Q4	$5.54M	Buy	42,140 +865	+2%	+$100K	0.51%	56
2019 Q3	$4.62M	Buy	41,275 +5,225	+14%	+$582K	0.47%	62
2019 Q2	$3.99M	Buy	36,050 +825	+2%	+$97.2K	0.42%	63
2019 Q1	$4.57M	Buy	35,225 +237	+0.7%	+$28.8K	0.49%	59
2018 Q4	$4.05M	Buy	34,988 +1,475	+4%	+$165K	0.5%	62
2018 Q3	$3.6M	Hold	33,513	–	–	0.38%	70
2018 Q2	$2.86M	Buy	33,513 +53	+0.2%	+$4.35K	0.33%	74
2018 Q1	$2.59M	Sell	33,460 -752	-2%	-$60.5K	0.32%	79
2017 Q4	$2.89M	Buy	34,212 +585	+2%	+$49.8K	0.35%	75
2017 Q3	$2.88M	Buy	33,627 +150	+0.4%	+$12.3K	0.38%	74
2017 Q2	$2.75M	Buy	33,477 +1,230	+4%	+$100K	0.37%	74
2017 Q1	$2.71M	Buy	32,247 +1,350	+4%	+$108K	0.38%	73
2016 Q4	$2.27M	Buy	30,897 +650	+2%	+$48.4K	0.35%	80
2016 Q3	$2.43M	Buy	30,247 +1,475	+5%	+$118K	0.36%	78
2016 Q2	$2.27M	Buy	28,772 +2,195	+8%	+$165K	0.36%	80
2016 Q1	$1.91M	Hold	26,577	–	–	0.3%	86
2015 Q4	$2.24M	Sell	26,577 -1,925	-7%	-$160K	0.37%	81
2015 Q3	$2.38M	Sell	28,502 -50	-0.2%	-$4.22K	0.42%	76
2015 Q2	$2.38M	Hold	28,552	–	–	0.38%	82
2015 Q1	$2.07M	Hold	28,552	–	–	0.33%	84
2014 Q4	$1.97M	Sell	28,552 -250	-0.9%	-$16.9K	0.32%	83
2014 Q3	$1.87M	Hold	28,802	–	–	0.31%	84
2014 Q2	$1.79M	Hold	28,802	–	–	0.31%	84
2014 Q1	$1.7M	Sell	28,802 -4,620	-14%	-$258K	0.3%	84
2013 Q4	$1.71M	Sell	33,422 -1,000	-3%	-$50.1K	0.31%	79
2013 Q3	$1.73M	Buy	34,422 +200	+0.6%	+$10.5K	0.35%	77
2013 Q2	$1.68M	Buy	+34,222	New	+$1.86M	0.36%	78

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Investment House LLC's LLY Position: Q2 2026 in Review

Investment House LLC reduced its Eli Lilly (LLY) stake by 0.2% in Q2 2026, selling an estimated $97.1K and leaving 46,347 shares worth $55.6M. The position accounts for 2.51% of the portfolio, ranked #11.

Investment House LLC first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 2,186 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Investment House LLC held 46,347 shares of Eli Lilly worth $55.6M as of Q2 2026.
Investment House LLC sold 95 Eli Lilly shares in Q2 2026, an estimated $97.1K.
Eli Lilly made up 2.51% of Investment House LLC's portfolio in Q2 2026, its #11 holding.
Investment House LLC first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
2,186 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.