HFG Advisors’s Eli Lilly LLY Stock Holding History

HFG 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 Q1	$384K	Buy	418 +120	+40%	+$122K	0.27%	71
2025 Q4	$320K	Hold	298	–	–	0.23%	78
2025 Q3	$227K	Buy	298 +2	+0.7%	+$1.49K	0.17%	90
2025 Q2	$231K	Hold	296	–	–	0.18%	85
2025 Q1	$244K	Hold	296	–	–	0.21%	77
2024 Q4	$229K	Sell	296 -63	-18%	-$52.2K	0.2%	83
2024 Q3	$318K	Hold	359	–	–	0.28%	65
2024 Q2	$325K	Sell	359 -175	-33%	-$140K	0.3%	65
2024 Q1	$415K	Sell	534 -107	-17%	-$76.1K	0.37%	58
2023 Q4	$374K	Sell	641 -33	-5%	-$19.3K	0.36%	56
2023 Q3	$362K	Buy	674 +122	+22%	+$62.9K	0.4%	59
2023 Q2	$259K	Sell	552 -50	-8%	-$21K	0.27%	74
2023 Q1	$207K	Hold	602	–	–	0.24%	82
2022 Q4	$220K	Buy	+602	New	+$213K	0.26%	81

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HFG Advisors's LLY Position: Q1 2026 in Review

HFG Advisors increased its Eli Lilly (LLY) stake by 40% in Q1 2026, buying an estimated $122K and bringing the position to 418 shares worth $384K. The position accounts for 0.27% of the portfolio, ranked #71.

HFG Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $415K in Q1 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

HFG Advisors held 418 shares of Eli Lilly worth $384K as of Q1 2026.
HFG Advisors bought 120 Eli Lilly shares in Q1 2026, an estimated $122K.
Eli Lilly made up 0.27% of HFG Advisors's portfolio in Q1 2026, its #71 holding.
HFG Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
HFG Advisors's Eli Lilly position peaked at $415K in Q1 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.