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 Q3	$4.12M	Sell	3,563 -5	-0.1%	-$5.9K	1.07%	36
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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vista Investment Partners's LLY Position: Q3 2026 in Review

Vista Investment Partners reduced its Eli Lilly (LLY) stake by 0.14% in Q3 2026, selling an estimated $5.9K and leaving 3,563 shares worth $4.12M. The position accounts for 1.07% of the portfolio, ranked #36.

Vista Investment Partners first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.13M in Q4 2025. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Vista Investment Partners held 3,563 shares of Eli Lilly worth $4.12M as of Q3 2026.
Vista Investment Partners sold 5 Eli Lilly shares in Q3 2026, an estimated $5.9K.
Eli Lilly made up 1.07% of Vista Investment Partners's portfolio in Q3 2026, its #36 holding.
Vista Investment Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Eli Lilly position peaked at $5.13M in Q4 2025.
428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.