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HHM Wealth Advisors’s Eli Lilly LLY Stock Holding History

HHM 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 		$2.64M Buy
2,201
+97
+5% +$99.1K 0.27% 33
2026
Q1 		$1.93M Buy
2,104
+176
+9% +$178K 0.22% 45
2025
Q4 		$2.07M Sell
1,928
-19
-1% -$18.2K 0.24% 42
2025
Q3 		$1.49M Sell
1,947
-624
-24% -$464K 0.17% 54
2025
Q2 		$2M Sell
2,571
-51
-2% -$39.6K 0.24% 40
2025
Q1 		$2.17M Buy
2,622
+86
+3% +$71.6K 0.29% 32
2024
Q4 		$1.96M Buy
2,536
+65
+3% +$53.8K 0.27% 38
2024
Q3 		$2.19M Sell
2,471
-534
-18% -$480K 0.31% 30
2024
Q2 		$2.72M Buy
3,005
+75
+3% +$60K 0.41% 20
2024
Q1 		$2.28M Hold
2,930
– – 0.38% 26
2023
Q4 		$1.71M Sell
2,930
-4
-0.1% -$2.33K 0.3% 31
2023
Q3 		$1.58M Sell
2,934
-4
-0.1% -$2.06K 0.31% 29
2023
Q2 		$1.38M Sell
2,938
-53
-2% -$22.2K 0.26% 33
2023
Q1 		$1.03M Buy
2,991
+99
+3% +$33.4K 0.21% 37
2022
Q4 		$1.06M Hold
2,892
– – 0.24% 36
2022
Q3 		$935K Hold
2,892
– – 0.25% 32
2022
Q2 		$938K Buy
2,892
+1,147
+66% +$344K 0.24% 35
2022
Q1 		$500K Hold
1,745
– – 0.12% 69
2021
Q4 		$482K Hold
1,745
– – 0.12% 70
2021
Q3 		$403K Sell
1,745
-7
-0.4% -$1.73K 0.11% 76
2021
Q2 		$402K Hold
1,752
– – 0.11% 74
2021
Q1 		$327K Hold
1,752
– – 0.1% 82
2020
Q4 		$296K Hold
1,752
– – 0.1% 77
2020
Q3 		$259K Buy
1,752
+7
+0.4% +$1.08K 0.1% 73
2020
Q2 		$286K Hold
1,745
– – 0.12% 63
2020
Q1 		$242K Buy
+1,745
New +$240K 0.12% 67
2019
Q2 		– Sell
-2,195
Closed -$285K – 75
2019
Q1 		$285K Hold
2,195
– – 0.18% 47
2018
Q4 		$254K Buy
+2,195
New +$245K 0.19% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

HHM Wealth Advisors increased its Eli Lilly (LLY) stake by 4.6% in Q2 2026, buying an estimated $99.1K and bringing the position to 2,201 shares worth $2.64M. The position accounts for 0.27% of the portfolio, ranked #33.

HHM Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.72M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HHM Wealth Advisors held 2,201 shares of Eli Lilly worth $2.64M as of Q2 2026.
  • HHM Wealth Advisors bought 97 Eli Lilly shares in Q2 2026, an estimated $99.1K.
  • Eli Lilly made up 0.27% of HHM Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • HHM Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 28 quarters since.
  • HHM Wealth Advisors's Eli Lilly position peaked at $2.72M in Q2 2024.
  • 1,585 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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