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 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

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Investment Partners Asset Management's LLY Position: Q2 2026 in Review

Investment Partners Asset Management increased its Eli Lilly (LLY) stake by 8% in Q2 2026, buying an estimated $106K and bringing the position to 1,408 shares worth $1.69M. The position accounts for 0.94% of the portfolio, ranked #27.

Investment Partners Asset Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Investment Partners Asset Management held 1,408 shares of Eli Lilly worth $1.69M as of Q2 2026.
Investment Partners Asset Management bought 104 Eli Lilly shares in Q2 2026, an estimated $106K.
Eli Lilly made up 0.94% of Investment Partners Asset Management's portfolio in Q2 2026, its #27 holding.
Investment Partners Asset Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.