Vista Investment Partners’s Eli Lilly LLY Stock Holding History

Vista Investment 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 Q2	$4.28M	Sell	3,568 -51	-1%	-$52.1K	1.08%	37
2026 Q1	$3.33M	Sell	3,619 -1,157	-24%	-$1.17M	0.88%	44
2025 Q4	$5.13M	Sell	4,776 -10	-0.2%	-$9.56K	1.34%	23
2025 Q3	$3.65M	Buy	4,786 +121	+3%	+$90K	1.02%	38
2025 Q2	$3.64M	Buy	4,665 +34	+0.7%	+$26.4K	1.05%	39
2025 Q1	$3.82M	Sell	4,631 -117	-2%	-$97.4K	1.17%	34
2024 Q4	$3.67M	Sell	4,748 -157	-3%	-$130K	1.14%	36
2024 Q3	$4.35M	Sell	4,905 -1	-0%	-$899	1.39%	24
2024 Q2	$4.44M	Buy	4,906 +27	+0.6%	+$21.6K	1.48%	18
2024 Q1	$3.8M	Buy	4,879 +35	+0.7%	+$24.9K	1.29%	28
2023 Q4	$2.82M	Buy	+4,844	New	+$2.83M	1.03%	39

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vista Investment Partners's LLY Position: Q2 2026 in Review

Vista Investment Partners reduced its Eli Lilly (LLY) stake by 1.4% in Q2 2026, selling an estimated $52.1K and leaving 3,568 shares worth $4.28M. The position accounts for 1.08% of the portfolio, ranked #37.

Vista Investment Partners first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Vista Investment Partners held 3,568 shares of Eli Lilly worth $4.28M as of Q2 2026.
Vista Investment Partners sold 51 Eli Lilly shares in Q2 2026, an estimated $52.1K.
Eli Lilly made up 1.08% of Vista Investment Partners's portfolio in Q2 2026, its #37 holding.
Vista Investment Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Eli Lilly position peaked at $5.13M in Q4 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.