IIA
LLY icon

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
Q2 		$2.55M Buy
+2,122
New +$2.17M 0.37% 62
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 $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 $3.38T AUM 44.17% 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

IPG Investment Advisors's LLY Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 2,122 shares worth $2.55M. The stake represents 0.37% of the portfolio and ranks #62 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in LLY as recently as Q4 2025.

IPG Investment Advisors first reported a position in LLY in Q4 2018 and has held it in 16 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IPG Investment Advisors held 2,122 shares of Eli Lilly worth $2.55M as of Q2 2026.
  • Eli Lilly was a new IPG Investment Advisors position in Q2 2026.
  • Eli Lilly made up 0.37% of IPG Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • IPG Investment Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 16 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.