HF Advisory Group’s Eli Lilly LLY Stock Holding History

HF Advisory Group’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 Q3	$2.54M	Sell	2,191 -55	-2%	-$64.9K	0.76%	50
2026 Q2	$2.69M	Buy	2,246 +278	+14%	+$284K	0.83%	47
2026 Q1	$1.81M	Sell	1,968 -57	-3%	-$57.8K	0.62%	64
2025 Q4	$2.18M	Sell	2,025 -198	-9%	-$189K	0.76%	50
2025 Q3	$1.7M	Buy	2,223 +586	+36%	+$436K	0.62%	58
2025 Q2	$1.28M	Buy	1,637 +192	+13%	+$149K	0.5%	74
2025 Q1	$1.19M	Buy	1,445 +224	+18%	+$186K	0.52%	78
2024 Q4	$943K	Sell	1,221 -1,088	-47%	-$901K	0.43%	85
2024 Q3	$2.05M	Sell	2,309 -48	-2%	-$43.2K	0.95%	34
2024 Q2	$2.13M	Sell	2,357 -202	-8%	-$162K	1.1%	22
2024 Q1	$1.99M	Sell	2,559 -41	-2%	-$29.2K	1.11%	25
2023 Q4	$1.52M	Sell	2,600 -563	-18%	-$329K	0.97%	36
2023 Q3	$1.7M	Sell	3,163 -466	-13%	-$240K	1.26%	18
2023 Q2	$1.7M	Buy	3,629 +170	+5%	+$71.3K	1.34%	17
2023 Q1	$1.19M	Buy	3,459 +605	+21%	+$204K	1.05%	28
2022 Q4	$1.04M	Buy	+2,854	New	+$1.01M	1.06%	25

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HF Advisory Group's LLY Position: Q3 2026 in Review

HF Advisory Group reduced its Eli Lilly (LLY) stake by 2.4% in Q3 2026, selling an estimated $64.9K and leaving 2,191 shares worth $2.54M. The position accounts for 0.76% of the portfolio, ranked #50.

HF Advisory Group first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.69M in Q2 2026. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

HF Advisory Group held 2,191 shares of Eli Lilly worth $2.54M as of Q3 2026.
HF Advisory Group sold 55 Eli Lilly shares in Q3 2026, an estimated $64.9K.
Eli Lilly made up 0.76% of HF Advisory Group's portfolio in Q3 2026, its #50 holding.
HF Advisory Group first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's Eli Lilly position peaked at $2.69M in Q2 2026.
960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.