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Gross & Hartman Investments’s Eli Lilly LLY Stock Holding History

Gross & Hartman Investments’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 		$319K Buy
266
+2
+0.8% +$2.04K 0.14% 54
2026
Q1 		$243K Sell
264
-6
-2% -$6.08K 0.13% 64
2025
Q4 		$290K Buy
+270
New +$258K 0.17% 54

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gross & Hartman Investments's LLY Position: Q2 2026 in Review

Gross & Hartman Investments increased its Eli Lilly (LLY) stake by 0.76% in Q2 2026, buying an estimated $2.04K and bringing the position to 266 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #54.

Gross & Hartman Investments first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gross & Hartman Investments held 266 shares of Eli Lilly worth $319K as of Q2 2026.
  • Gross & Hartman Investments bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.14% of Gross & Hartman Investments's portfolio in Q2 2026, its #54 holding.
  • Gross & Hartman Investments first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.