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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
Q2 		– Hold
0
– – – 38
2026
Q1 		– Hold
0
– – – 41
2025
Q4 		– Hold
0
– – – 36
2025
Q3 		– Hold
0
– – – 45
2025
Q2 		– Hold
0
– – – 41
2025
Q1 		– Hold
0
– – – 36
2024
Q4 		– Hold
0
– – – 40
2024
Q3 		– Hold
0
– -$1.54M – 97
2024
Q2 		– Hold
0
– – – 35
2024
Q1 		– Hold
0
– – – 38
2023
Q4 		– Hold
0
– – – 43
2023
Q3 		– Hold
0
– – – 41
2023
Q2 		– Hold
0
– – – 40
2023
Q1 		– Hold
0
– – – 62
2022
Q4 		– Hold
0
– – – 57
2022
Q3 		– Hold
0
– – – 61
2022
Q2 		– Hold
0
– – – 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Halbert Hargrove Global Advisors's LLY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $201K and leaving 1,549 shares worth $1.86M. 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 29 quarters since. The position peaked at $1.94M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,549 shares of Eli Lilly worth $1.86M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 197 Eli Lilly shares in Q2 2026, an estimated $201K.
  • Eli Lilly made up 0.08% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #37 holding.
  • Halbert Hargrove Global Advisors first reported a position in Eli Lilly in Q1 2015 and has held it in 29 quarters since.
  • Halbert Hargrove Global Advisors's Eli Lilly position peaked at $1.94M in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.