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Hamilton Point Investment Advisors’s Eli Lilly LLY Stock Holding History

Hamilton Point Investment 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 		$5.77M Sell
4,813
-132
-3% -$135K 0.81% 39
2026
Q1 		$4.55M Sell
4,945
-87
-2% -$88.2K 0.7% 49
2025
Q4 		$5.41M Buy
5,032
+17
+0.3% +$16.3K 0.82% 42
2025
Q3 		$3.83M Sell
5,015
-46
-0.9% -$34.2K 0.6% 56
2025
Q2 		$3.95M Sell
5,061
-19
-0.4% -$14.8K 0.65% 55
2025
Q1 		$4.2M Buy
5,080
+1
+0% +$832 0.75% 51
2024
Q4 		$3.92M Hold
5,079
– – 0.69% 55
2024
Q3 		$4.5M Sell
5,079
-199
-4% -$179K 0.8% 51
2024
Q2 		$4.78M Sell
5,278
-171
-3% -$137K 0.91% 45
2024
Q1 		$4.24M Sell
5,449
-499
-8% -$355K 0.81% 50
2023
Q4 		$3.47M Buy
5,948
+2
+0% +$1.17K 0.69% 54
2023
Q3 		$3.19M Buy
5,946
+1
+0% +$515 0.79% 51
2023
Q2 		$2.79M Buy
5,945
+805
+16% +$338K 0.67% 53
2023
Q1 		$1.77M Buy
5,140
+2,770
+117% +$934K 0.43% 57
2022
Q4 		$867K Buy
2,370
+8
+0.3% +$2.84K 0.24% 59
2022
Q3 		$764K Buy
2,362
+500
+27% +$158K 0.23% 61
2022
Q2 		$604K Hold
1,862
– – 0.18% 61
2022
Q1 		$533K Hold
1,862
– – 0.14% 62
2021
Q4 		$514K Hold
1,862
– – 0.12% 63
2021
Q3 		$430K Buy
+1,862
New +$460K 0.11% 64

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

Hamilton Point Investment Advisors's LLY Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Eli Lilly (LLY) stake by 2.7% in Q2 2026, selling an estimated $135K and leaving 4,813 shares worth $5.77M. The position accounts for 0.81% of the portfolio, ranked #39.

Hamilton Point Investment Advisors first reported a position in LLY in Q3 2021 and has held it in 20 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hamilton Point Investment Advisors held 4,813 shares of Eli Lilly worth $5.77M as of Q2 2026.
  • Hamilton Point Investment Advisors sold 132 Eli Lilly shares in Q2 2026, an estimated $135K.
  • Eli Lilly made up 0.81% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Hamilton Point Investment Advisors first reported a position in Eli Lilly in Q3 2021 and has held it in 20 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.