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HBW Advisory Services’s Eli Lilly LLY Stock Holding History

HBW Advisory 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 		$2.19M Buy
1,822
+585
+47% +$598K 0.2% 109
2026
Q1 		$1.14M Sell
1,237
-92
-7% -$93.3K 0.12% 180
2025
Q4 		$1.43M Sell
1,329
-432
-25% -$413K 0.16% 137
2025
Q3 		$1.34M Sell
1,761
-346
-16% -$257K 0.15% 146
2025
Q2 		$1.64M Buy
2,107
+459
+28% +$357K 0.2% 119
2025
Q1 		$1.36M Buy
1,648
+23
+1% +$19.1K 0.19% 116
2024
Q4 		$1.25M Buy
1,625
+42
+3% +$34.8K 0.13% 114
2024
Q3 		$1.4M Buy
1,583
+666
+73% +$599K 0.21% 111
2024
Q2 		$830K Buy
917
+265
+41% +$212K 0.14% 145
2024
Q1 		$380K Hold
652
– – 0.07% 198
2023
Q4 		$380K Sell
652
-183
-22% -$107K 0.07% 198
2023
Q3 		$449K Buy
835
+4
+0.5% +$2.06K 0.09% 184
2023
Q2 		$390K Sell
831
-185
-18% -$77.6K 0.08% 202
2023
Q1 		$349K Buy
1,016
+34
+3% +$11.5K 0.09% 190
2022
Q4 		$359K Buy
+982
New +$348K 0.09% 191

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HBW Advisory Services's LLY Position: Q2 2026 in Review

HBW Advisory Services increased its Eli Lilly (LLY) stake by 47% in Q2 2026, buying an estimated $598K and bringing the position to 1,822 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #109.

HBW Advisory Services first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 1,713 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HBW Advisory Services held 1,822 shares of Eli Lilly worth $2.19M as of Q2 2026.
  • HBW Advisory Services bought 585 Eli Lilly shares in Q2 2026, an estimated $598K.
  • Eli Lilly made up 0.2% of HBW Advisory Services's portfolio in Q2 2026, its #109 holding.
  • HBW Advisory Services first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.