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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Halbert Hargrove Global Advisors's LLY Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its Eli Lilly (LLY) stake by 3% in Q1 2026, selling an estimated $54.7K and leaving 1,746 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #40.

Halbert Hargrove Global Advisors first reported a position in LLY in Q1 2015 and has held it in 28 quarters since. The position peaked at $1.94M in Q2 2024. 4,351 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Halbert Hargrove Global Advisors held 1,746 shares of Eli Lilly worth $1.61M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 54 Eli Lilly shares in Q1 2026, an estimated $54.7K.
  • Eli Lilly made up 0.08% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #40 holding.
  • Halbert Hargrove Global Advisors first reported a position in Eli Lilly in Q1 2015 and has held it in 28 quarters since.
  • Halbert Hargrove Global Advisors's Eli Lilly position peaked at $1.94M in Q2 2024.
  • 4,351 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.