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Hantz Financial Services’s Eli Lilly LLY Stock Holding History

Hantz Financial Services’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 		$12M Buy
10,017
+2,413
+32% +$2.47M 0.16% 82
2026
Q1 		$6.99M Sell
7,604
-21,967
-74% -$22.3M 0.11% 137
2025
Q4 		$31.8M Sell
29,571
-1,863
-6% -$1.78M 0.47% 38
2025
Q3 		$24M Sell
31,434
-9,158
-23% -$6.82M 0.36% 48
2025
Q2 		$31.6M Sell
40,592
-4,810
-11% -$3.74M 0.51% 40
2025
Q1 		$37.5M Buy
45,402
+14,693
+48% +$12.2M 0.66% 29
2024
Q4 		$23.7M Buy
30,709
+12,748
+71% +$10.6M 0.41% 49
2024
Q3 		$15.9M Buy
17,961
+155
+0.9% +$139K 0.28% 72
2024
Q2 		$16.1M Sell
17,806
-776
-4% -$621K 0.31% 69
2024
Q1 		$14.5M Buy
18,582
+561
+3% +$399K 0.28% 88
2023
Q4 		$10.5M Sell
18,021
-370
-2% -$216K 0.23% 128
2023
Q3 		$9.88M Buy
18,391
+8,741
+91% +$4.5M 0.25% 122
2023
Q2 		$4.53M Buy
9,650
+267
+3% +$112K 0.11% 208
2023
Q1 		$3.22M Buy
9,383
+2,302
+33% +$776K 0.09% 239
2022
Q4 		$2.59M Buy
7,081
+685
+11% +$243K 0.08% 257
2022
Q3 		$2.07M Buy
6,396
+370
+6% +$117K 0.07% 267
2022
Q2 		$1.95M Buy
6,026
+847
+16% +$254K 0.07% 272
2022
Q1 		$1.48M Buy
+5,179
New +$1.33M 0.04% 329
2020
Q4 		– Sell
-206
Closed -$30K – 636
2020
Q3 		$30K Buy
+206
New +$31.9K ﹤0.01% 479

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

Hantz Financial Services's LLY Position: Q2 2026 in Review

Hantz Financial Services increased its Eli Lilly (LLY) stake by 32% in Q2 2026, buying an estimated $2.47M and bringing the position to 10,017 shares worth $12M. The position accounts for 0.16% of the portfolio, ranked #82.

Hantz Financial Services first reported a position in LLY in Q3 2020 and has held it in 19 quarters since. The position peaked at $37.5M in Q1 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hantz Financial Services held 10,017 shares of Eli Lilly worth $12M as of Q2 2026.
  • Hantz Financial Services bought 2,413 Eli Lilly shares in Q2 2026, an estimated $2.47M.
  • Eli Lilly made up 0.16% of Hantz Financial Services's portfolio in Q2 2026, its #82 holding.
  • Hantz Financial Services first reported a position in Eli Lilly in Q3 2020 and has held it in 19 quarters since.
  • Hantz Financial Services's Eli Lilly position peaked at $37.5M in Q1 2025.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.