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Investment Research & Advisory Group’s Eli Lilly LLY Stock Holding History

Investment Research & Advisory Group’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 		$8.96M Buy
7,451
+90
+1% +$92K 2.77% 6
2026
Q1 		$6.79M Buy
7,361
+50
+0.7% +$50.7K 2.37% 9
2025
Q4 		$7.87M Buy
7,311
+31
+0.4% +$29.6K 2.61% 8
2025
Q3 		$5.57M Buy
7,280
+172
+2% +$128K 1.89% 14
2025
Q2 		$5.54M Buy
7,108
+411
+6% +$319K 2.06% 12
2025
Q1 		$5.53M Buy
6,697
+209
+3% +$174K 2.31% 11
2024
Q4 		$5.01M Buy
6,488
+64
+1% +$53K 2.08% 13
2024
Q3 		$5.69M Sell
6,424
-11
-0.2% -$9.89K 2.4% 9
2024
Q2 		$5.83M Buy
6,435
+166
+3% +$133K 2.58% 8
2024
Q1 		$4.88M Buy
6,269
+3,048
+95% +$2.17M 2.24% 11
2023
Q4 		$1.88M Buy
3,221
+168
+6% +$98.1K 0.96% 30
2023
Q3 		$1.64M Buy
3,053
+64
+2% +$33K 0.93% 35
2023
Q2 		$1.4M Hold
2,989
– – 0.81% 38
2023
Q1 		$1.03M Hold
2,989
– – 0.66% 41
2022
Q4 		$1.09M Hold
2,989
– – 0.72% 34
2022
Q3 		$966K Hold
2,989
– – 0.72% 38
2022
Q2 		$969K Hold
2,989
– – 0.7% 37
2022
Q1 		$856K Buy
2,989
+32
+1% +$8.23K 0.54% 38
2021
Q4 		$817K Buy
2,957
+562
+23% +$142K 0.5% 38
2021
Q3 		$556K Sell
2,395
-26
-1% -$6.42K 0.37% 46
2021
Q2 		$556K Buy
2,421
+26
+1% +$5.22K 0.37% 44
2021
Q1 		$447K Hold
2,395
– – 0.33% 42
2020
Q4 		$404K Hold
2,395
– – 0.3% 43
2020
Q3 		$355K Hold
2,395
– – 0.29% 42
2020
Q2 		$389K Hold
2,395
– – 0.35% 42
2020
Q1 		$332K Hold
2,395
– – 0.31% 40
2019
Q4 		$315K Buy
+2,395
New +$278K 0.29% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Investment Research & Advisory Group's LLY Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $92K and bringing the position to 7,451 shares worth $8.96M. The position accounts for 2.77% of the portfolio, ranked #6.

Investment Research & Advisory Group first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 1,862 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Investment Research & Advisory Group held 7,451 shares of Eli Lilly worth $8.96M as of Q2 2026.
  • Investment Research & Advisory Group bought 90 Eli Lilly shares in Q2 2026, an estimated $92K.
  • Eli Lilly made up 2.77% of Investment Research & Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Investment Research & Advisory Group first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.