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Investment Research Partners’s Eli Lilly LLY Stock Holding History

Investment Research 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
Q2 		$2.22M Buy
1,847
+194
+12% +$198K 0.75% 29
2026
Q1 		$1.52M Buy
1,653
+3
+0.2% +$3.04K 0.62% 33
2025
Q4 		$1.77M Buy
1,650
+26
+2% +$24.9K 0.76% 27
2025
Q3 		$1.32M Buy
+1,624
New +$1.21M 0.59% 35

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Investment Research Partners's LLY Position: Q2 2026 in Review

Investment Research Partners increased its Eli Lilly (LLY) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 1,847 shares worth $2.22M. The position accounts for 0.75% of the portfolio, ranked #29.

Investment Research Partners first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 3,701 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Investment Research Partners held 1,847 shares of Eli Lilly worth $2.22M as of Q2 2026.
  • Investment Research Partners bought 194 Eli Lilly shares in Q2 2026, an estimated $198K.
  • Eli Lilly made up 0.75% of Investment Research Partners's portfolio in Q2 2026, its #29 holding.
  • Investment Research Partners first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 3,701 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.