HFO
LLY icon

Heritage Family Offices’s Eli Lilly LLY Stock Holding History

Heritage Family Offices’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 		$2.29M Buy
1,911
+454
+31% +$464K 0.89% 27
2026
Q1 		$1.34M Buy
1,457
+199
+16% +$202K 0.59% 40
2025
Q4 		$1.35M Sell
1,258
-59
-4% -$56.4K 0.61% 38
2025
Q3 		$1M Sell
1,317
-821
-38% -$611K 0.47% 50
2025
Q2 		$1.76M Hold
2,138
– – 0.89% 28
2025
Q1 		$1.77M Buy
2,138
+174
+9% +$145K 0.9% 28
2024
Q4 		$1.52M Buy
1,964
+37
+2% +$30.6K 0.76% 30
2024
Q3 		$1.71M Sell
1,927
-15
-0.8% -$13.5K 0.88% 26
2024
Q2 		$1.76M Buy
+1,942
New +$1.55M 0.98% 22

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

Heritage Family Offices's LLY Position: Q2 2026 in Review

Heritage Family Offices increased its Eli Lilly (LLY) stake by 31% in Q2 2026, buying an estimated $464K and bringing the position to 1,911 shares worth $2.29M. The position accounts for 0.89% of the portfolio, ranked #27.

Heritage Family Offices first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Heritage Family Offices held 1,911 shares of Eli Lilly worth $2.29M as of Q2 2026.
  • Heritage Family Offices bought 454 Eli Lilly shares in Q2 2026, an estimated $464K.
  • Eli Lilly made up 0.89% of Heritage Family Offices's portfolio in Q2 2026, its #27 holding.
  • Heritage Family Offices first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.