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

Partners Capital Investment Group’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
2025 Q4	–	Sell	-1,014	Closed	-$774K	–	170
2025 Q3	$774K	Buy	1,014 +2	+0.2%	+$1.49K	0.03%	113
2025 Q2	$789K	Sell	1,012 -1,008	-50%	-$783K	0.03%	113
2025 Q1	$1.67M	Buy	2,020 +1,012	+100%	+$842K	0.03%	125
2024 Q4	$778K	Sell	1,008 -1,005	-50%	-$832K	0.02%	108
2024 Q3	$1.78M	Buy	2,013 +3	+0.1%	+$2.7K	0.03%	124
2024 Q2	$1.82M	Buy	2,010 +1,006	+100%	+$805K	0.03%	131
2024 Q1	$781K	Sell	1,004 -3,052	-75%	-$2.17M	0.02%	121
2023 Q4	$2.36M	Buy	4,056 +2,464	+155%	+$1.44M	0.05%	121
2023 Q3	$855K	Buy	1,592 +622	+64%	+$321K	0.02%	147
2023 Q2	$455K	Buy	+970	New	+$407K	0.01%	169

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Partners Capital Investment Group's LLY Position: Q4 2025 in Review

Partners Capital Investment Group sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 1,014 shares — an estimated $774K sold.

Partners Capital Investment Group first reported a position in LLY in Q2 2023 and held it in 10 quarters. The position peaked at $2.36M in Q4 2023. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Partners Capital Investment Group reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
Partners Capital Investment Group sold 1,014 Eli Lilly shares in Q4 2025, an estimated $774K.
Partners Capital Investment Group first reported a position in Eli Lilly in Q2 2023 and held it in 10 quarters.
Partners Capital Investment Group's Eli Lilly position peaked at $2.36M in Q4 2023.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Partners Capital Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.