Zimmer Partners’s Eli Lilly LLY Stock Holding History

Zimmer 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
2025 Q4	–	Sell	-12,500	Closed	-$9.54M	–	147
2025 Q3	$9.54M	Buy	+12,500	New	+$9.3M	0.21%	80

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

Zimmer Partners's LLY Position: Q4 2025 in Review

Zimmer Partners sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 48,300 shares — an estimated $36.9M sold.

Zimmer Partners first reported a position in LLY in Q4 2022 and held it in 6 quarters. The position peaked at $39.3M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

Zimmer Partners reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 48,300 Eli Lilly shares in Q4 2025, an estimated $36.9M.
Zimmer Partners first reported a position in Eli Lilly in Q4 2022 and held it in 6 quarters.
Zimmer Partners's Eli Lilly position peaked at $39.3M in Q2 2025.
4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.