HWA
LLY icon

HMV Wealth Advisors’s Eli Lilly LLY Stock Holding History

HMV 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 		$1.14M Buy
948
+91
+11% +$93K 0.44% 34
2026
Q1 		$788K Buy
857
+39
+5% +$39.5K 0.37% 36
2025
Q4 		$879K Hold
818
– – 0.44% 34
2025
Q3 		$624K Sell
818
-27
-3% -$20.1K 0.34% 42
2025
Q2 		$659K Sell
845
-759
-47% -$590K 0.43% 40
2025
Q1 		$1.32M Hold
1,604
– – 1.05% 28
2024
Q4 		$1.24M Buy
+1,604
New +$1.33M 1.24% 29

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

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

HMV Wealth Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $93K and bringing the position to 948 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #34.

HMV Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HMV Wealth Advisors held 948 shares of Eli Lilly worth $1.14M as of Q2 2026.
  • HMV Wealth Advisors bought 91 Eli Lilly shares in Q2 2026, an estimated $93K.
  • Eli Lilly made up 0.44% of HMV Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • HMV Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Eli Lilly position peaked at $1.32M in Q1 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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