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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hamilton Point Investment Advisors's LLY Position: Q1 2026 in Review

Hamilton Point Investment Advisors reduced its Eli Lilly (LLY) stake by 1.7% in Q1 2026, selling an estimated $88.2K and leaving 4,945 shares worth $4.55M. The position accounts for 0.7% of the portfolio, ranked #49.

Hamilton Point Investment Advisors first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Hamilton Point Investment Advisors held 4,945 shares of Eli Lilly worth $4.55M as of Q1 2026.
Hamilton Point Investment Advisors sold 87 Eli Lilly shares in Q1 2026, an estimated $88.2K.
Eli Lilly made up 0.7% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #49 holding.
Hamilton Point Investment Advisors first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
Hamilton Point Investment Advisors's Eli Lilly position peaked at $5.41M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.