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
2025 Q4	–	Sell	-100	Closed	-$299	–	3834
2025 Q3	$299	Hold	100	–	–	﹤0.01%	3784
2025 Q2	$4.67K	Sell	100 -800	-89%	-$622K	﹤0.01%	3684
2025 Q1	$27.6K	Buy	+900	New	+$749K	﹤0.01%	3500
2024 Q3	–	Sell	-700	Closed	-$13.7K	–	3869
2024 Q2	$13.7K	Buy	700 +400	+133%	+$320K	﹤0.01%	3424
2024 Q1	$4.54K	Sell	300 -500	-63%	-$356K	﹤0.01%	3448
2023 Q4	$13.2K	Buy	800 +746	+1,381%	+$435K	﹤0.01%	3423
2023 Q3	$13.3K	Buy	54 +49	+980%	+$25.2K	﹤0.01%	3364
2023 Q2	$22.9K	Sell	5 -195	-98%	-$81.8K	﹤0.01%	3245
2023 Q1	$510	Buy	+200	New	+$67.5K	﹤0.01%	3324
2022 Q1	–	Sell	-1	Closed	-$15K	–	3557
2021 Q4	$15K	Buy	+1	New	+$254	﹤0.01%	3135

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.