HTWM
LLY icon

Hartmann Taylor Wealth Management’s Eli Lilly LLY Stock Holding History

Hartmann Taylor Wealth Management’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 		$360K Hold
391
– – 0.24% 46
2026
Q1 		$360K Sell
391
-23
-6% -$23.3K 0.24% 46
2025
Q4 		$445K Hold
414
– – 0.3% 41
2025
Q3 		$316K Sell
414
-16
-4% -$11.9K 0.23% 43
2025
Q2 		$335K Sell
430
-22
-5% -$17.1K 0.28% 39
2025
Q1 		$373K Buy
+452
New +$376K 0.33% 35

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

Hartmann Taylor Wealth Management's LLY Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 391 shares worth $360K. The position accounts for 0.24% of the portfolio, ranked #46.

Hartmann Taylor Wealth Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $445K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hartmann Taylor Wealth Management held 391 shares of Eli Lilly worth $360K as of Q2 2026.
  • Hartmann Taylor Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.24% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Hartmann Taylor Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • Hartmann Taylor Wealth Management's Eli Lilly position peaked at $445K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.