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Hamilton Wealth’s Eli Lilly LLY Stock Holding History

Hamilton Wealth’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 		$372K Sell
404
-718
-64% -$728K 0.07% 81
2025
Q4 		$1.21M Buy
1,122
+409
+57% +$391K 0.23% 50
2025
Q3 		$544K Buy
713
+369
+107% +$275K 0.11% 64
2025
Q2 		$268K Sell
344
-5,310
-94% -$4.13M 0.06% 86
2025
Q1 		$4.67M Buy
5,654
+13
+0.2% +$10.8K 1.12% 21
2024
Q4 		$4.35M Buy
5,641
+630
+13% +$522K 1.06% 26
2024
Q3 		$4.44M Buy
5,011
+4,445
+785% +$4M 1.09% 24
2024
Q2 		$512K Sell
566
-3
-0.5% -$2.4K 0.14% 50
2024
Q1 		$443K Sell
569
-5
-0.9% -$3.56K 0.14% 62
2023
Q4 		$335K Hold
574
– – 0.11% 67
2023
Q3 		$308K Hold
574
– – 0.11% 70
2023
Q2 		$269K Buy
+574
New +$241K 0.09% 78

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Hamilton Wealth's LLY Position: Q1 2026 in Review

Hamilton Wealth reduced its Eli Lilly (LLY) stake by 64% in Q1 2026, selling an estimated $728K and leaving 404 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #81.

Hamilton Wealth first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q1 2025. 4,356 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Hamilton Wealth held 404 shares of Eli Lilly worth $372K as of Q1 2026.
  • Hamilton Wealth sold 718 Eli Lilly shares in Q1 2026, an estimated $728K.
  • Eli Lilly made up 0.07% of Hamilton Wealth's portfolio in Q1 2026, its #81 holding.
  • Hamilton Wealth first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Hamilton Wealth's Eli Lilly position peaked at $4.67M in Q1 2025.
  • 4,356 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.