Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Eli Lilly LLY Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.81M Buy
1,562
+13
+0.8% +$15.3K 0.08% 37
2026
Q2 		$1.86M Sell
1,549
-197
-11% -$201K 0.08% 37
2026
Q1 		$1.61M Sell
1,746
-54
-3% -$54.7K 0.08% 40
2025
Q4 		$1.93M Sell
1,800
-45
-2% -$43K 0.09% 34
2025
Q3 		$1.41M Sell
1,845
-3
-0.2% -$2.23K 0.07% 42
2025
Q2 		$1.44M Sell
1,848
-28
-1% -$21.8K 0.08% 38
2025
Q1 		$1.55M Buy
1,876
+28
+2% +$23.3K 0.09% 35
2024
Q4 		$1.43M Sell
1,848
-290
-14% -$240K 0.08% 37
2024
Q3 		$1.89M Hold
2,138
– – 0.1% 33
2024
Q2 		$1.94M Sell
2,138
-55
-3% -$44K 0.11% 32
2024
Q1 		$1.71M Buy
2,193
+11
+0.5% +$7.83K 0.11% 36
2023
Q4 		$1.27M Buy
2,182
+8
+0.4% +$4.67K 0.09% 40
2023
Q3 		$1.17M Sell
2,174
-22
-1% -$11.3K 0.09% 39
2023
Q2 		$1.03M Sell
2,196
-1,238
-36% -$519K 0.08% 38
2023
Q1 		$1.18M Sell
3,434
-562
-14% -$190K 0.08% 44
2022
Q4 		$1.46M Buy
3,996
+90
+2% +$31.9K 0.1% 37
2022
Q3 		$1.26M Buy
3,906
+13
+0.3% +$4.12K 0.1% 41
2022
Q2 		$1.26M Buy
3,893
+2,266
+139% +$680K 0.09% 40
2022
Q1 		$466K Buy
1,627
+33
+2% +$8.49K 0.03% 80
2021
Q4 		$440K Buy
1,594
+5
+0.3% +$1.27K 0.03% 84
2021
Q3 		$367K Sell
1,589
-16
-1% -$3.95K 0.03% 83
2021
Q2 		$368K Hold
1,605
– – 0.02% 89
2021
Q1 		$300K Sell
1,605
-86
-5% -$16.8K 0.02% 90
2020
Q4 		$285K Sell
1,691
-17
-1% -$2.54K 0.02% 84
2020
Q3 		$253K Sell
1,708
-5
-0.3% -$774 0.02% 79
2020
Q2 		$281K Buy
1,713
+92
+6% +$14.1K 0.04% 66
2020
Q1 		$225K Sell
1,621
-22
-1% -$3.02K 0.04% 70
2019
Q4 		$216K Buy
+1,643
New +$190K 0.06% 77
2015
Q3 		– Sell
-2,920
Closed -$244K – 140
2015
Q2 		$244K Buy
2,920
+42
+1% +$3.2K 0.06% 159
2015
Q1 		$209K Buy
+2,878
New +$205K 0.07% 174

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Halbert Hargrove Global Advisors's LLY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its Eli Lilly (LLY) stake by 0.84% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,562 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #37.

Halbert Hargrove Global Advisors first reported a position in LLY in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.94M in Q2 2024. 1,134 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,562 shares of Eli Lilly worth $1.81M as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 13 Eli Lilly shares in Q3 2026, an estimated $15.3K.
  • Eli Lilly made up 0.08% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #37 holding.
  • Halbert Hargrove Global Advisors first reported a position in Eli Lilly in Q1 2015 and has held it in 30 quarters since.
  • Halbert Hargrove Global Advisors's Eli Lilly position peaked at $1.94M in Q2 2024.
  • 1,134 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.