Hillsdale Investment Management’s Eli Lilly LLY Stock Holding History

Hillsdale Investment Management’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	$8.94M	Sell	7,452 -1,060	-12%	-$1.08M	0.2%	127
2026 Q1	$7.83M	Buy	8,512 +2,658	+45%	+$2.69M	0.21%	92
2025 Q4	$6.29M	Buy	5,854 +2,107	+56%	+$2.01M	0.17%	151
2025 Q3	$2.86M	Sell	3,747 -715	-16%	-$532K	0.09%	286
2025 Q2	$3.48M	Buy	4,462 +3,850	+629%	+$2.99M	0.13%	214
2025 Q1	$505K	Sell	612 -290	-32%	-$241K	0.03%	361
2024 Q4	$696K	Sell	902 -260	-22%	-$215K	0.04%	320
2024 Q3	$1.03M	Buy	1,162 +188	+19%	+$169K	0.08%	221
2024 Q2	$882K	Buy	974 +410	+73%	+$328K	0.07%	222
2024 Q1	$439K	Sell	564 -240	-30%	-$171K	0.03%	338
2023 Q4	$469K	Buy	804 +80	+11%	+$46.7K	0.04%	320
2023 Q3	$389K	Buy	724 +430	+146%	+$222K	0.04%	319
2023 Q2	$138K	Buy	294 +70	+31%	+$29.4K	0.01%	351
2023 Q1	$76.9K	Sell	224 -1,230	-85%	-$415K	0.01%	481
2022 Q4	$532K	Sell	1,454 -485	-25%	-$172K	0.04%	314
2022 Q3	$627K	Sell	1,939 -1	-0.1%	-$317	0.06%	265
2022 Q2	$629K	Sell	1,940 -240	-11%	-$72K	0.05%	271
2022 Q1	$624K	Buy	2,180 +1,840	+541%	+$474K	0.04%	325
2021 Q4	$94K	Hold	340	–	–	0.01%	442
2021 Q3	$79K	Hold	340	–	–	0.01%	443
2021 Q2	$78K	Sell	340 -3,002	-90%	-$603K	0.01%	436
2021 Q1	$625K	Sell	3,342 -420	-11%	-$82.2K	0.05%	306
2020 Q4	$636K	Sell	3,762 -410	-10%	-$61.2K	0.06%	272
2020 Q3	$617K	Hold	4,172	–	–	0.06%	281
2020 Q2	$686K	Sell	4,172 -260	-6%	-$39.9K	0.06%	269
2020 Q1	$615K	Sell	4,432 -18	-0.4%	-$2.47K	0.07%	248
2019 Q4	$585K	Hold	4,450	–	–	0.05%	308
2019 Q3	$498K	Hold	4,450	–	–	0.04%	348
2019 Q2	$494K	Buy	4,450 +4,070	+1,071%	+$479K	0.05%	347
2019 Q1	$49K	Sell	380 -4,480	-92%	-$545K	﹤0.01%	426
2018 Q4	$562K	Sell	4,860 -200	-4%	-$22.3K	0.07%	176
2018 Q3	$543K	Hold	5,060	–	–	0.07%	161
2018 Q2	$432K	Sell	5,060 -20	-0.4%	-$1.64K	0.05%	213
2018 Q1	$393K	Buy	5,080 +5,000	+6,250%	+$403K	0.05%	219
2017 Q4	$7K	Hold	80	–	–	﹤0.01%	384
2017 Q3	$7K	Hold	80	–	–	﹤0.01%	373
2017 Q2	$7K	Sell	80 -40	-33%	-$3.26K	﹤0.01%	364
2017 Q1	$10K	Hold	120	–	–	﹤0.01%	350
2016 Q4	$9K	Hold	120	–	–	﹤0.01%	357
2016 Q3	$10K	Hold	120	–	–	﹤0.01%	375
2016 Q2	$9K	Hold	120	–	–	﹤0.01%	395
2016 Q1	$9K	Hold	120	–	–	﹤0.01%	371
2015 Q4	$10K	Sell	120 -500	-81%	-$41.5K	﹤0.01%	385
2015 Q3	$52K	Sell	620 -1,300	-68%	-$110K	0.02%	411
2015 Q2	$160K	Sell	1,920 -300	-14%	-$22.9K	0.05%	365
2015 Q1	$161K	Buy	2,220 +700	+46%	+$49.8K	0.04%	360
2014 Q4	$105K	Sell	1,520 -100	-6%	-$6.75K	0.03%	384
2014 Q3	$105K	Sell	1,620 -300	-16%	-$19K	0.03%	379
2014 Q2	$119K	Sell	1,920 -200	-9%	-$11.9K	0.03%	372
2014 Q1	$125K	Sell	2,120 -600	-22%	-$33.5K	0.04%	352
2013 Q4	$139K	Sell	2,720 -11,700	-81%	-$586K	0.04%	350
2013 Q3	$726K	Buy	14,420 +850	+6%	+$44.5K	0.22%	50
2013 Q2	$667K	Buy	+13,570	New	+$738K	0.22%	57

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

Hillsdale Investment Management's LLY Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $1.08M and leaving 7,452 shares worth $8.94M. The position accounts for 0.2% of the portfolio, ranked #127.

Hillsdale Investment Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Hillsdale Investment Management held 7,452 shares of Eli Lilly worth $8.94M as of Q2 2026.
Hillsdale Investment Management sold 1,060 Eli Lilly shares in Q2 2026, an estimated $1.08M.
Eli Lilly made up 0.2% of Hillsdale Investment Management's portfolio in Q2 2026, its #127 holding.
Hillsdale Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.