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 Q2	$354K	Sell	295 -123	-29%	-$126K	0.22%	79
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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFG Advisors's LLY Position: Q2 2026 in Review

HFG Advisors reduced its Eli Lilly (LLY) stake by 29% in Q2 2026, selling an estimated $126K and leaving 295 shares worth $354K. The position accounts for 0.22% of the portfolio, ranked #79.

HFG Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $415K in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

HFG Advisors held 295 shares of Eli Lilly worth $354K as of Q2 2026.
HFG Advisors sold 123 Eli Lilly shares in Q2 2026, an estimated $126K.
Eli Lilly made up 0.22% of HFG Advisors's portfolio in Q2 2026, its #79 holding.
HFG Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
HFG Advisors's Eli Lilly position peaked at $415K in Q1 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.