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IPG Investment Advisors’s Eli Lilly LLY Stock Holding History

IPG Investment Advisors’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 		– Sell
-1,586
Closed -$1.7M – 261
2025
Q4 		$1.7M Buy
1,586
+1,109
+232% +$1.06M 0.3% 74
2025
Q3 		$364K Buy
+477
New +$355K 0.06% 153
2025
Q2 		– Sell
-1,693
Closed -$1.4M – 193
2025
Q1 		$1.4M Buy
+1,693
New +$1.41M 0.32% 58
2024
Q4 		– Sell
-1,290
Closed -$1.14M – 190
2024
Q3 		$1.14M Buy
1,290
+915
+244% +$823K 0.25% 71
2024
Q2 		$340K Sell
375
-82
-18% -$65.6K 0.07% 115
2024
Q1 		$356K Sell
457
-145
-24% -$103K 0.08% 115
2023
Q4 		$351K Buy
+602
New +$351K 0.07% 129
2023
Q3 		– Sell
-705
Closed -$331K – 170
2023
Q2 		$331K Buy
705
+70
+11% +$29.4K 0.07% 129
2023
Q1 		$218K Sell
635
-185
-23% -$62.4K 0.05% 139
2022
Q4 		$300K Buy
+820
New +$291K 0.08% 99
2022
Q3 		– Sell
-765
Closed -$248K – 166
2022
Q2 		$248K Sell
765
-20
-3% -$6K 0.06% 126
2022
Q1 		$225K Buy
785
+35
+5% +$9.01K 0.04% 144
2021
Q4 		$208K Buy
+750
New +$190K 0.04% 179
2019
Q2 		– Sell
-2,630
Closed -$341K – 160
2019
Q1 		$341K Buy
2,630
+370
+16% +$45K 0.12% 101
2018
Q4 		$262K Buy
+2,260
New +$252K 0.1% 111

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IPG Investment Advisors's LLY Position: Q1 2026 in Review

IPG Investment Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 1,586 shares — an estimated $1.7M sold.

IPG Investment Advisors first reported a position in LLY in Q4 2018 and held it in 15 quarters. The position peaked at $1.7M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • IPG Investment Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • IPG Investment Advisors sold 1,586 Eli Lilly shares in Q1 2026, an estimated $1.7M.
  • IPG Investment Advisors first reported a position in Eli Lilly in Q4 2018 and held it in 15 quarters.
  • IPG Investment Advisors's Eli Lilly position peaked at $1.7M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.