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InvesTrust’s Eli Lilly LLY Stock Holding History

InvesTrust’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 		$6.69M Sell
5,576
-208
-4% -$213K 2.57% 11
2026
Q1 		$5.32M Sell
5,784
-129
-2% -$131K 2.24% 15
2025
Q4 		$6.35M Sell
5,913
-601
-9% -$575K 2.46% 10
2025
Q3 		$4.97M Sell
6,514
-14
-0.2% -$10.4K 1.82% 16
2025
Q2 		$5.09M Sell
6,528
-4,313
-40% -$3.35M 1.96% 15
2025
Q1 		$8.95M Sell
10,841
-540
-5% -$449K 2.45% 7
2024
Q4 		$8.8M Buy
+11,381
New +$9.42M 2.45% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

InvesTrust's LLY Position: Q2 2026 in Review

InvesTrust reduced its Eli Lilly (LLY) stake by 3.6% in Q2 2026, selling an estimated $213K and leaving 5,576 shares worth $6.69M. The position accounts for 2.57% of the portfolio, ranked #11.

InvesTrust first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.95M in Q1 2025. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • InvesTrust held 5,576 shares of Eli Lilly worth $6.69M as of Q2 2026.
  • InvesTrust sold 208 Eli Lilly shares in Q2 2026, an estimated $213K.
  • Eli Lilly made up 2.57% of InvesTrust's portfolio in Q2 2026, its #11 holding.
  • InvesTrust first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Eli Lilly position peaked at $8.95M in Q1 2025.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.