Hoertkorn Richard Charles’s Eli Lilly LLY Stock Holding History

Hoertkorn Richard Charles’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	$840K	Hold	700	–	–	0.56%	26
2026 Q1	$644K	Hold	700	–	–	0.53%	31
2025 Q4	$752K	Hold	700	–	–	0.29%	34
2025 Q3	$534K	Hold	700	–	–	0.21%	34
2025 Q2	$546K	Hold	700	–	–	0.23%	35
2025 Q1	$578K	Hold	700	–	–	0.27%	35
2024 Q4	$540K	Hold	700	–	–	0.22%	35
2024 Q3	$620K	Hold	700	–	–	0.27%	35
2024 Q2	$634K	Hold	700	–	–	0.28%	37
2024 Q1	$545K	Hold	700	–	–	0.23%	36
2023 Q4	$408K	Hold	700	–	–	0.18%	39
2023 Q3	$376K	Hold	700	–	–	0.19%	38
2023 Q2	$328K	Hold	700	–	–	0.16%	41
2023 Q1	$240K	Hold	700	–	–	0.12%	42
2022 Q4	$256K	Hold	700	–	–	0.14%	40
2022 Q3	$226K	Hold	700	–	–	0.13%	39
2022 Q2	$227K	Hold	700	–	–	0.12%	40
2022 Q1	$200K	Hold	700	–	–	0.09%	42
2021 Q4	$193K	Hold	700	–	–	0.08%	43
2021 Q3	$162K	Hold	700	–	–	0.07%	43
2021 Q2	$161K	Hold	700	–	–	0.07%	45
2021 Q1	$131K	Hold	700	–	–	0.06%	47
2020 Q4	$118K	Hold	700	–	–	0.06%	49
2020 Q3	$104K	Sell	700 -100	-13%	-$15.5K	0.07%	52
2020 Q2	$131K	Hold	800	–	–	0.09%	46
2020 Q1	$111K	Hold	800	–	–	0.09%	49
2019 Q4	$105K	Hold	800	–	–	0.06%	53
2019 Q3	$89K	Hold	800	–	–	0.06%	55
2019 Q2	$89K	Hold	800	–	–	0.06%	54
2019 Q1	$104K	Hold	800	–	–	0.07%	51
2018 Q4	$93K	Sell	800 -100	-11%	-$11.2K	0.07%	56
2018 Q3	$97K	Sell	900 -100	-10%	-$10K	0.06%	59
2018 Q2	$85K	Hold	1,000	–	–	0.05%	60
2018 Q1	$77K	Sell	1,000 -225	-18%	-$18.1K	0.05%	62
2017 Q4	$103K	Hold	1,225	–	–	0.06%	57
2017 Q3	$105K	Hold	1,225	–	–	0.07%	53
2017 Q2	$101K	Hold	1,225	–	–	0.07%	54
2017 Q1	$103K	Hold	1,225	–	–	0.07%	55
2016 Q4	$90K	Sell	1,225 -75	-6%	-$5.58K	0.06%	58
2016 Q3	$104K	Hold	1,300	–	–	0.08%	55
2016 Q2	$102K	Hold	1,300	–	–	0.08%	56
2016 Q1	$94K	Hold	1,300	–	–	0.08%	58
2015 Q4	$110K	Hold	1,300	–	–	0.08%	58
2015 Q3	$109K	Sell	1,300 -200	-13%	-$16.9K	0.09%	57
2015 Q2	$125K	Hold	1,500	–	–	0.09%	51
2015 Q1	$109K	Hold	1,500	–	–	0.08%	55
2014 Q4	$104K	Hold	1,500	–	–	0.07%	55
2014 Q3	$97K	Hold	1,500	–	–	0.07%	53
2014 Q2	$93K	Hold	1,500	–	–	0.07%	56
2014 Q1	$88K	Sell	1,500 -559	-27%	-$31.2K	0.07%	54
2013 Q4	$105K	Buy	+2,059	New	+$103K	0.08%	50

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

Hoertkorn Richard Charles's LLY Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Eli Lilly (LLY) position steady in Q2 2026 at 700 shares worth $840K. The position accounts for 0.56% of the portfolio, ranked #26.

Hoertkorn Richard Charles first reported a position in LLY in Q4 2013 and has held it in 51 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Hoertkorn Richard Charles held 700 shares of Eli Lilly worth $840K as of Q2 2026.
Hoertkorn Richard Charles left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.56% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #26 holding.
Hoertkorn Richard Charles first reported a position in Eli Lilly in Q4 2013 and has held it in 51 quarters since.
1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.