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HB Wealth Management’s Eli Lilly LLY Stock Holding History

HB 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
Q1 		$58M Buy
63,028
+3,907
+7% +$3.96M 0.38% 39
2025
Q4 		$63.5M Buy
59,121
+2,252
+4% +$2.15M 0.41% 35
2025
Q3 		$43.4M Buy
56,869
+4,068
+8% +$3.03M 0.29% 44
2025
Q2 		$41.2M Sell
52,801
-2,494
-5% -$1.94M 0.33% 43
2025
Q1 		$45.7M Buy
55,295
+11,512
+26% +$9.58M 0.38% 38
2024
Q4 		$33.8M Buy
43,783
+1,214
+3% +$1.01M 0.35% 34
2024
Q3 		$37.7M Buy
42,569
+1,109
+3% +$997K 0.4% 28
2024
Q2 		$37.5M Buy
41,460
+2,745
+7% +$2.2M 0.44% 27
2024
Q1 		$30.1M Buy
38,715
+1,101
+3% +$784K 0.38% 31
2023
Q4 		$21.9M Buy
37,614
+1,903
+5% +$1.11M 0.32% 35
2023
Q3 		$19.2M Sell
35,711
-12,633
-26% -$6.51M 0.31% 36
2023
Q2 		$22.7M Buy
48,344
+32,016
+196% +$13.4M 0.36% 31
2023
Q1 		$5.61M Sell
16,328
-255
-2% -$86K 0.1% 106
2022
Q4 		$6.07M Buy
16,583
+1,732
+12% +$614K 0.11% 97
2022
Q3 		$4.8M Sell
14,851
-572
-4% -$181K 0.1% 98
2022
Q2 		$5M Buy
15,423
+500
+3% +$150K 0.1% 100
2022
Q1 		$4.27M Buy
14,923
+2,547
+21% +$655K 0.08% 121
2021
Q4 		$3.42M Buy
+12,376
New +$3.14M 0.07% 113

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

HB Wealth Management's LLY Position: Q1 2026 in Review

HB Wealth Management increased its Eli Lilly (LLY) stake by 6.6% in Q1 2026, buying an estimated $3.96M and bringing the position to 63,028 shares worth $58M. The position accounts for 0.38% of the portfolio, ranked #39.

HB Wealth Management first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $63.5M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • HB Wealth Management held 63,028 shares of Eli Lilly worth $58M as of Q1 2026.
  • HB Wealth Management bought 3,907 Eli Lilly shares in Q1 2026, an estimated $3.96M.
  • Eli Lilly made up 0.38% of HB Wealth Management's portfolio in Q1 2026, its #39 holding.
  • HB Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Eli Lilly position peaked at $63.5M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.