Investment Partners’s Eli Lilly LLY Stock Holding History

Investment 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	$5.3M	Buy	5,760 +23	+0.4%	+$23.3K	1.88%	15
2025 Q4	$6.17M	Sell	5,737 -406	-7%	-$388K	2.16%	11
2025 Q3	$4.69M	Sell	6,143 -157	-2%	-$117K	1.65%	18
2025 Q2	$4.91M	Sell	6,300 -248	-4%	-$193K	1.86%	16
2025 Q1	$5.41M	Buy	6,548 +6	+0.1%	+$4.99K	2.24%	8
2024 Q4	$5.05M	Buy	6,542 +22	+0.3%	+$18.2K	2.08%	10
2024 Q3	$5.78M	Hold	6,520	–	–	2.41%	8
2024 Q2	$5.9M	Sell	6,520 -31	-0.5%	-$24.8K	2.65%	6
2024 Q1	$5.1M	Buy	6,551 +2	+0%	+$1.42K	2.31%	9
2023 Q4	$3.82M	Sell	6,549 -79	-1%	-$46.1K	1.88%	13
2023 Q3	$3.56M	Sell	6,628 -542	-8%	-$279K	1.87%	13
2023 Q2	$3.36M	Buy	7,170 +7	+0.1%	+$2.94K	1.75%	15
2023 Q1	$2.46M	Buy	7,163 +9	+0.1%	+$3.04K	1.29%	23
2022 Q4	$2.62M	Sell	7,154 -2,187	-23%	-$775K	1.38%	19
2022 Q3	$3.02M	Buy	9,341 +2,695	+41%	+$854K	0.9%	25
2022 Q2	$2.15M	Buy	6,646 +6	+0.1%	+$1.8K	1.05%	26
2022 Q1	$1.9M	Sell	6,640 -177	-3%	-$45.6K	0.8%	30
2021 Q4	$1.88M	Buy	6,817 +1,006	+17%	+$255K	0.77%	32
2021 Q3	$1.34M	Buy	5,811 +6	+0.1%	+$1.48K	0.61%	38
2021 Q2	$1.33M	Buy	5,805 +6	+0.1%	+$1.21K	0.61%	38
2021 Q1	$1.08M	Buy	5,799 +6	+0.1%	+$1.17K	0.53%	48
2020 Q4	$978K	Sell	5,793 -167	-3%	-$24.9K	0.52%	46
2020 Q3	$882K	Sell	5,960 -1,556	-21%	-$241K	0.53%	46
2020 Q2	$1.23M	Sell	7,516 -91	-1%	-$14K	0.72%	43
2020 Q1	$1.05M	Buy	7,607 +1,438	+23%	+$198K	0.76%	43
2019 Q4	$811K	Buy	6,169 +8	+0.1%	+$927	0.55%	55
2019 Q3	$689K	Buy	6,161 +135	+2%	+$15K	0.5%	55
2019 Q2	$668K	Sell	6,026 -283	-4%	-$33.3K	0.48%	58
2019 Q1	$819K	Buy	6,309 +7	+0.1%	+$851	0.59%	54
2018 Q4	$729K	Buy	6,302 +6	+0.1%	+$670	0.62%	52
2018 Q3	$482	Buy	6,296 +7	+0.1%	+$700	0.27%	57
2018 Q2	$537K	Sell	6,289 -1,192	-16%	-$97.9K	0.4%	63
2018 Q1	$579K	Buy	7,481 +24	+0.3%	+$1.93K	0.43%	63
2017 Q4	$630K	Sell	7,457 -67	-0.9%	-$5.7K	0.47%	63
2017 Q3	$644K	Buy	7,524 +8	+0.1%	+$656	0.55%	59
2017 Q2	$619K	Buy	7,516 +83	+1%	+$6.77K	0.56%	61
2017 Q1	$625K	Sell	7,433 -34	-0.5%	-$2.72K	0.6%	59
2016 Q4	$549K	Sell	7,467 -4,329	-37%	-$322K	0.54%	66
2016 Q3	$947K	Buy	11,796 +4,209	+55%	+$337K	0.54%	63
2016 Q2	$597K	Sell	7,587 -4,295	-36%	-$323K	0.59%	62
2016 Q1	$1M	Buy	11,882 +4,430	+59%	+$335K	0.65%	51
2015 Q4	$629K	Sell	7,452 -193	-3%	-$16K	0.76%	55
2015 Q3	$637K	Sell	7,645 -92	-1%	-$7.77K	0.83%	51
2015 Q2	$644K	Sell	7,737 -842	-10%	-$64.2K	0.78%	57
2015 Q1	$624K	Buy	8,579 +9	+0.1%	+$641	0.69%	55
2014 Q4	$594K	Buy	+8,570	New	+$578K	0.68%	55

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Investment Partners's LLY Position: Q1 2026 in Review

Investment Partners increased its Eli Lilly (LLY) stake by 0.4% in Q1 2026, buying an estimated $23.3K and bringing the position to 5,760 shares worth $5.3M. The position accounts for 1.88% of the portfolio, ranked #15.

Investment Partners first reported a position in LLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.17M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Investment Partners held 5,760 shares of Eli Lilly worth $5.3M as of Q1 2026.
Investment Partners bought 23 Eli Lilly shares in Q1 2026, an estimated $23.3K.
Eli Lilly made up 1.88% of Investment Partners's portfolio in Q1 2026, its #15 holding.
Investment Partners first reported a position in Eli Lilly in Q4 2014 and has held it in 46 quarters since.
Investment Partners's Eli Lilly position peaked at $6.17M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.