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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
2023
Q3 		– Sell
-15,000
Closed -$7.03M – 774
2023
Q2 		$7.03M Buy
+15,000
New +$6.29M 0.11% 97

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 $3.38T AUM 44.17% 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

HB Wealth Management's LLY Position: Q2 2026 in Review

HB Wealth Management increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $1.45M and bringing the position to 64,452 shares worth $77.3M. The position accounts for 0.43% of the portfolio, ranked #35.

HB Wealth Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HB Wealth Management held 64,452 shares of Eli Lilly worth $77.3M as of Q2 2026.
  • HB Wealth Management bought 1,424 Eli Lilly shares in Q2 2026, an estimated $1.45M.
  • Eli Lilly made up 0.43% of HB Wealth Management's portfolio in Q2 2026, its #35 holding.
  • HB Wealth Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.