HighTower Advisors’s Eli Lilly LLY Stock Holding History

HighTower 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	$406M	Sell	440,797 -46,925	-10%	-$47.6M	0.43%	40
2025 Q4	$524M	Sell	487,722 -18,511	-4%	-$17.7M	0.57%	25
2025 Q3	$386M	Buy	506,233 +7,392	+1%	+$5.5M	0.44%	37
2025 Q2	$389M	Sell	498,841 -14,604	-3%	-$11.3M	0.49%	31
2025 Q1	$424M	Buy	513,445 +43,078	+9%	+$35.8M	0.58%	27
2024 Q4	$363M	Buy	470,367 +59,169	+14%	+$49M	0.5%	34
2024 Q3	$364M	Sell	411,198 -44,998	-10%	-$40.5M	0.52%	33
2024 Q2	$414M	Buy	456,196 +18,707	+4%	+$15M	0.64%	18
2024 Q1	$341M	Sell	437,489 -100,657	-19%	-$71.6M	0.55%	30
2023 Q4	$314M	Sell	538,146 -30,234	-5%	-$17.6M	0.53%	32
2023 Q3	$305M	Buy	568,380 +13,962	+3%	+$7.19M	0.57%	28
2023 Q2	$260M	Buy	554,418 +595	+0.1%	+$250K	0.51%	30
2023 Q1	$190M	Sell	553,823 -8,078	-1%	-$2.72M	0.41%	43
2022 Q4	$206M	Buy	561,901 +26,209	+5%	+$9.29M	0.47%	33
2022 Q3	$173M	Buy	535,692 +8,554	+2%	+$2.71M	0.46%	35
2022 Q2	$171M	Buy	527,138 +25,071	+5%	+$7.53M	0.44%	38
2022 Q1	$144M	Buy	502,067 +11,881	+2%	+$3.06M	0.32%	61
2021 Q4	$136M	Buy	490,186 +67,316	+16%	+$17.1M	0.3%	68
2021 Q3	$97.7M	Sell	422,870 -2,755	-0.6%	-$680K	0.26%	85
2021 Q2	$97.7M	Buy	425,625 +39,402	+10%	+$7.91M	0.28%	83
2021 Q1	$72.1M	Buy	386,223 +40,054	+12%	+$7.83M	0.23%	101
2020 Q4	$58.5M	Buy	346,169 +8,872	+3%	+$1.32M	0.24%	88
2020 Q3	$49.9M	Sell	337,297 -753	-0.2%	-$117K	0.24%	89
2020 Q2	$55.5M	Buy	338,050 +5,043	+2%	+$774K	0.3%	71
2020 Q1	$46.2M	Sell	333,007 -11,977	-3%	-$1.65M	0.3%	70
2019 Q4	$45.4M	Buy	344,984 +19,752	+6%	+$2.29M	0.27%	88
2019 Q3	$36.3M	Buy	325,232 +3,714	+1%	+$413K	0.2%	108
2019 Q2	$35.6M	Sell	321,518 -88,510	-22%	-$10.4M	0.21%	104
2019 Q1	$53.2M	Buy	410,028 +3,056	+0.8%	+$372K	0.36%	56
2018 Q4	$47.1M	Buy	406,972 +78,454	+24%	+$8.76M	0.36%	54
2018 Q3	$35.2M	Buy	328,518 +15,469	+5%	+$1.55M	0.25%	83
2018 Q2	$26.7M	Sell	313,049 -27,959	-8%	-$2.3M	0.21%	96
2018 Q1	$26.4M	Sell	341,008 -27,480	-7%	-$2.21M	0.22%	98
2017 Q4	$31.1M	Buy	368,488 +76,848	+26%	+$6.54M	0.26%	85
2017 Q3	$25M	Buy	291,640 +2,571	+0.9%	+$211K	0.21%	99
2017 Q2	$23.8M	Buy	289,069 +12,882	+5%	+$1.05M	0.21%	100
2017 Q1	$23.2M	Buy	276,187 +6,861	+3%	+$550K	0.22%	94
2016 Q4	$19.8M	Sell	269,326 -16,123	-6%	-$1.2M	0.22%	90
2016 Q3	$22.9M	Buy	285,449 +49,508	+21%	+$3.96M	0.27%	78
2016 Q2	$18.6M	Buy	235,941 +15,710	+7%	+$1.18M	0.24%	90
2016 Q1	$15.8M	Sell	220,231 -43,896	-17%	-$3.32M	0.05%	134
2015 Q4	$22.2M	Buy	264,127 +22,466	+9%	+$1.86M	0.26%	86
2015 Q3	$20.3M	Buy	241,661 +26,586	+12%	+$2.24M	0.27%	82
2015 Q2	$18M	Buy	215,075 +14,238	+7%	+$1.08M	0.29%	75
2015 Q1	$14.6M	Sell	200,837 -10,077	-5%	-$717K	0.22%	99
2014 Q4	$14.6M	Buy	210,914 +13,182	+7%	+$890K	0.22%	104
2014 Q3	$12.8M	Buy	197,732 +17,983	+10%	+$1.14M	0.22%	103
2014 Q2	$11.2M	Buy	179,749 +28,828	+19%	+$1.72M	0.19%	116
2014 Q1	$8.88M	Sell	150,921 -653	-0.4%	-$36.4K	0.17%	132
2013 Q4	$7.73M	Buy	151,574 +68,368	+82%	+$3.42M	0.16%	151
2013 Q3	$4.19M	Buy	83,206 +4,816	+6%	+$252K	0.1%	228
2013 Q2	$3.85M	Buy	+78,390	New	+$4.27M	0.1%	228

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

HighTower Advisors's LLY Position: Q1 2026 in Review

HighTower Advisors reduced its Eli Lilly (LLY) stake by 9.6% in Q1 2026, selling an estimated $47.6M and leaving 440,797 shares worth $406M. The position accounts for 0.43% of the portfolio, ranked #40.

HighTower Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $524M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

HighTower Advisors held 440,797 shares of Eli Lilly worth $406M as of Q1 2026.
HighTower Advisors sold 46,925 Eli Lilly shares in Q1 2026, an estimated $47.6M.
Eli Lilly made up 0.43% of HighTower Advisors's portfolio in Q1 2026, its #40 holding.
HighTower Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Eli Lilly position peaked at $524M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.