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INVST’s Eli Lilly LLY Stock Holding History

INVST’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 		$10.4M Buy
8,643
+3,381
+64% +$3.45M 1.01% 26
2026
Q1 		$4.84M Sell
5,262
-1,602
-23% -$1.62M 0.55% 42
2025
Q4 		$7.38M Buy
6,864
+3,494
+104% +$3.34M 0.8% 35
2025
Q3 		$2.57M Sell
3,370
-84
-2% -$62.5K 0.29% 64
2025
Q2 		$2.69M Buy
3,454
+166
+5% +$129K 0.34% 57
2025
Q1 		$2.72M Sell
3,288
-2,291
-41% -$1.91M 0.37% 58
2024
Q4 		$4.31M Buy
5,579
+27
+0.5% +$22.4K 0.52% 46
2024
Q3 		$4.92M Buy
5,552
+189
+4% +$170K 0.6% 40
2024
Q2 		$4.9M Sell
5,363
-52
-1% -$41.6K 0.54% 43
2024
Q1 		$4.12M Sell
5,415
-218
-4% -$155K 0.49% 45
2023
Q4 		$3.97M Buy
5,633
+789
+16% +$461K 0.51% 43
2023
Q3 		$2.6M Buy
4,844
+6
+0.1% +$3.09K 0.38% 46
2023
Q2 		$2.27M Buy
4,838
+45
+0.9% +$18.9K 0.33% 43
2023
Q1 		$1.87M Buy
4,793
+4,132
+625% +$1.39M 0.29% 45
2022
Q4 		$227K Sell
661
-74
-10% -$26.2K 0.04% 151
2022
Q3 		$238K Buy
735
+36
+5% +$11.4K 0.04% 149
2022
Q2 		$213K Buy
+699
New +$210K 0.03% 166

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

INVST's LLY Position: Q2 2026 in Review

INVST increased its Eli Lilly (LLY) stake by 64% in Q2 2026, buying an estimated $3.45M and bringing the position to 8,643 shares worth $10.4M. The position accounts for 1.01% of the portfolio, ranked #26.

INVST first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • INVST held 8,643 shares of Eli Lilly worth $10.4M as of Q2 2026.
  • INVST bought 3,381 Eli Lilly shares in Q2 2026, an estimated $3.45M.
  • Eli Lilly made up 1.01% of INVST's portfolio in Q2 2026, its #26 holding.
  • INVST first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.