Investment Partners Asset Management’s Eli Lilly LLY Stock Holding History

Investment Partners Asset Management’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 Q3	$1.62M	Sell	1,396 -12	-0.9%	-$14.2K	0.87%	31
2026 Q2	$1.69M	Buy	1,408 +104	+8%	+$106K	0.94%	27
2026 Q1	$1.2M	Buy	1,304 +52	+4%	+$52.7K	0.74%	36
2025 Q4	$1.35M	Buy	1,252 +448	+56%	+$428K	0.84%	32
2025 Q3	$613K	Buy	804 +420	+109%	+$313K	0.4%	71
2025 Q2	$299K	Buy	384 +39	+11%	+$30.3K	0.21%	123
2025 Q1	$285K	Buy	+345	New	+$287K	0.22%	117

Other funds holding LLY

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Investment Partners Asset Management's LLY Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Eli Lilly (LLY) stake by 0.85% in Q3 2026, selling an estimated $14.2K and leaving 1,396 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #31.

Investment Partners Asset Management first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.69M in Q2 2026. 707 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Investment Partners Asset Management held 1,396 shares of Eli Lilly worth $1.62M as of Q3 2026.
Investment Partners Asset Management sold 12 Eli Lilly shares in Q3 2026, an estimated $14.2K.
Eli Lilly made up 0.87% of Investment Partners Asset Management's portfolio in Q3 2026, its #31 holding.
Investment Partners Asset Management first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
Investment Partners Asset Management's Eli Lilly position peaked at $1.69M in Q2 2026.
707 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.