Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Eli Lilly LLY Stock Holding History

Kovitz Investment Group 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
Q1 		$5.34M Sell
5,801
-2,538
-30% -$2.57M 0.12% 131
2025
Q4 		$8.96M Sell
8,339
-63,568
-88% -$60.8M 0.2% 107
2025
Q3 		$54.9M Buy
71,907
+5,192
+8% +$3.86M 0.21% 100
2025
Q2 		$52M Buy
66,715
+19,131
+40% +$14.9M 0.22% 100
2025
Q1 		$39.3M Buy
47,584
+2,454
+5% +$2.04M 0.2% 104
2024
Q4 		$34.8M Sell
45,130
-1,002
-2% -$830K 0.17% 115
2024
Q3 		$29.7M Buy
46,132
+24,879
+117% +$22.4M 0.21% 92
2024
Q2 		$19.2M Buy
21,253
+2,449
+13% +$1.96M 0.16% 100
2024
Q1 		$14.6M Buy
18,804
+1,241
+7% +$883K 0.19% 80
2023
Q4 		$10.2M Sell
17,563
-1,730
-9% -$1.01M 0.17% 65
2023
Q3 		$10.4M Sell
19,293
-278
-1% -$143K 0.19% 58
2023
Q2 		$9.18M Sell
19,571
-5,671
-22% -$2.38M 0.13% 76
2023
Q1 		$8.67M Sell
25,242
-6,011
-19% -$2.03M 0.15% 84
2022
Q4 		$11.4M Sell
31,253
-6,572
-17% -$2.33M 0.23% 64
2022
Q3 		$12.2M Buy
37,825
+1,239
+3% +$393K 0.28% 50
2022
Q2 		$11.9M Sell
36,586
-6,239
-15% -$1.87M 0.26% 58
2022
Q1 		$12.3M Sell
42,825
-944
-2% -$243K 0.23% 63
2021
Q4 		$7.39M Sell
43,769
-8,711
-17% -$2.21M 0.17% 87
2021
Q3 		$12.1M Sell
52,480
-1,548
-3% -$382K 0.24% 58
2021
Q2 		$12.4M Buy
54,028
+14,942
+38% +$3M 0.24% 56
2021
Q1 		$7.3M Sell
39,086
-4,608
-11% -$901K 0.17% 91
2020
Q4 		$7.38M Buy
43,694
+4,695
+12% +$701K 0.18% 85
2020
Q3 		$5.77M Buy
38,999
+28,658
+277% +$4.44M 0.16% 101
2020
Q2 		$1.7M Buy
10,341
+5,694
+123% +$874K 0.05% 195
2020
Q1 		$645K Buy
4,647
+938
+25% +$129K 0.02% 278
2019
Q4 		$487K Buy
3,709
+39
+1% +$4.52K 0.01% 320
2019
Q3 		$410K Sell
3,670
-830
-18% -$92.4K 0.01% 326
2019
Q2 		$498K Sell
4,500
-350
-7% -$41.2K 0.02% 309
2019
Q1 		$629K Sell
4,850
-200
-4% -$24.3K 0.02% 307
2018
Q4 		$584K Sell
5,050
-150
-3% -$16.8K 0.02% 221
2018
Q3 		$558K Sell
5,200
-811
-13% -$81.1K 0.03% 110
2018
Q2 		$513K Buy
6,011
+61
+1% +$5.01K 0.02% 114
2018
Q1 		$460K Sell
5,950
-1,300
-18% -$105K 0.02% 113
2017
Q4 		$612 Hold
7,250
– – 0.03% 109
2017
Q3 		$620K Hold
7,250
– – 0.03% 108
2017
Q2 		$597K Sell
7,250
-200
-3% -$16.3K 0.03% 108
2017
Q1 		$627K Buy
7,450
+151
+2% +$12.1K 0.03% 88
2016
Q4 		$537K Hold
7,299
– – 0.03% 85
2016
Q3 		$586K Buy
7,299
+49
+0.7% +$3.92K 0.04% 92
2016
Q2 		$571K Sell
7,250
-6,000
-45% -$452K 0.04% 91
2016
Q1 		$954K Buy
+13,250
New +$1M 0.06% 82

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

Kovitz Investment Group Partners's LLY Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Eli Lilly (LLY) stake by 30% in Q1 2026, selling an estimated $2.57M and leaving 5,801 shares worth $5.34M. The position accounts for 0.12% of the portfolio, ranked #131.

Kovitz Investment Group Partners first reported a position in LLY in Q1 2016 and has held it in 41 quarters since. The position peaked at $54.9M in Q3 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kovitz Investment Group Partners held 5,801 shares of Eli Lilly worth $5.34M as of Q1 2026.
  • Kovitz Investment Group Partners sold 2,538 Eli Lilly shares in Q1 2026, an estimated $2.57M.
  • Eli Lilly made up 0.12% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #131 holding.
  • Kovitz Investment Group Partners first reported a position in Eli Lilly in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Eli Lilly position peaked at $54.9M in Q3 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.