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HCR Wealth Advisors’s Eli Lilly LLY Stock Holding History

HCR Wealth Advisors’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 		$1.89M Buy
1,575
+224
+17% +$229K 0.17% 82
2026
Q1 		$1.24M Buy
1,351
+13
+1% +$13.2K 0.13% 99
2025
Q4 		$1.44M Buy
1,338
+85
+7% +$81.3K 0.14% 92
2025
Q3 		$1.03M Buy
1,253
+1
+0.1% +$744 0.11% 104
2025
Q2 		$976K Sell
1,252
-8
-0.6% -$6.22K 0.11% 103
2025
Q1 		$1.04M Hold
1,260
– – 0.14% 95
2024
Q4 		$973K Sell
1,260
-165
-12% -$137K 0.12% 101
2024
Q3 		$1.26M Sell
1,425
-30
-2% -$27K 0.17% 92
2024
Q2 		$1.32M Sell
1,455
-120
-8% -$96K 0.19% 79
2024
Q1 		$1.23M Buy
1,575
+314
+25% +$223K 0.19% 80
2023
Q4 		$735K Buy
1,261
+115
+10% +$67.1K 0.12% 105
2023
Q3 		$615K Sell
1,146
-113
-9% -$58.2K 0.13% 93
2023
Q2 		$590K Sell
1,259
-45
-3% -$18.9K 0.11% 104
2023
Q1 		$448K Buy
1,304
+104
+9% +$35.1K 0.09% 117
2022
Q4 		$439K Buy
1,200
+12
+1% +$4.25K 0.09% 117
2022
Q3 		$384K Buy
1,188
+74
+7% +$23.4K 0.08% 121
2022
Q2 		$361K Hold
1,114
– – 0.07% 131
2022
Q1 		$319K Hold
1,114
– – 0.05% 153
2021
Q4 		$308K Hold
1,114
– – 0.05% 161
2021
Q3 		$257K Sell
1,114
-43
-4% -$10.6K 0.04% 173
2021
Q2 		$266K Buy
1,157
+33
+3% +$6.63K 0.05% 165
2021
Q1 		$210K Sell
1,124
-271
-19% -$53K 0.04% 171
2020
Q4 		$236K Buy
+1,395
New +$208K 0.05% 163
2020
Q3 		– Sell
-1,329
Closed -$217K – 252
2020
Q2 		$217K Buy
+1,329
New +$204K 0.05% 143

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

HCR Wealth Advisors's LLY Position: Q2 2026 in Review

HCR Wealth Advisors increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $229K and bringing the position to 1,575 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #82.

HCR Wealth Advisors first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HCR Wealth Advisors held 1,575 shares of Eli Lilly worth $1.89M as of Q2 2026.
  • HCR Wealth Advisors bought 224 Eli Lilly shares in Q2 2026, an estimated $229K.
  • Eli Lilly made up 0.17% of HCR Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • HCR Wealth Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.