Hobart Private Capital’s Eli Lilly LLY Stock Holding History

Hobart Private Capital’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	$3.26M	Buy	2,719 +111	+4%	+$113K	0.56%	48
2026 Q1	$2.4M	Buy	2,608 +8	+0.3%	+$8.11K	0.47%	49
2025 Q4	$2.79M	Sell	2,600 -153	-6%	-$146K	0.55%	47
2025 Q3	$2.1M	Buy	2,753 +573	+26%	+$426K	0.44%	48
2025 Q2	$1.7M	Buy	2,180 +443	+26%	+$344K	0.39%	47
2025 Q1	$1.43M	Buy	1,737 +477	+38%	+$397K	0.36%	48
2024 Q4	$973K	Buy	1,260 +420	+50%	+$348K	0.24%	50
2024 Q3	$744K	Buy	840 +40	+5%	+$36K	0.19%	48
2024 Q2	$724K	Hold	800	–	–	0.21%	46
2024 Q1	$622K	Hold	800	–	–	0.19%	46
2023 Q4	$466K	Hold	800	–	–	0.15%	47
2023 Q3	$430K	Hold	800	–	–	0.16%	33
2023 Q2	$375K	Hold	800	–	–	0.14%	31
2023 Q1	$275K	Hold	800	–	–	0.11%	33
2022 Q4	$293K	Hold	800	–	–	0.2%	29
2022 Q3	$259K	Hold	800	–	–	0.19%	32
2022 Q2	$259K	Hold	800	–	–	0.12%	33
2022 Q1	$229K	Hold	800	–	–	0.09%	37
2021 Q4	$221K	Buy	+800	New	+$203K	0.08%	40

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hobart Private Capital's LLY Position: Q2 2026 in Review

Hobart Private Capital increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $113K and bringing the position to 2,719 shares worth $3.26M. The position accounts for 0.56% of the portfolio, ranked #48.

Hobart Private Capital first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Hobart Private Capital held 2,719 shares of Eli Lilly worth $3.26M as of Q2 2026.
Hobart Private Capital bought 111 Eli Lilly shares in Q2 2026, an estimated $113K.
Eli Lilly made up 0.56% of Hobart Private Capital's portfolio in Q2 2026, its #48 holding.
Hobart Private Capital first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.