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Hoey Investments’s Eli Lilly LLY Stock Holding History

Hoey Investments’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 		$224K Buy
187
+22
+13% +$22.5K 0.03% 87
2026
Q1 		$152K Buy
165
+60
+57% +$60.8K 0.02% 90
2025
Q4 		$113K Hold
105
– – 0.02% 108
2025
Q3 		$80.1K Hold
105
– – 0.01% 133
2025
Q2 		$81.9K Hold
105
– – 0.01% 120
2025
Q1 		$86.7K Hold
105
– – 0.02% 105
2024
Q4 		$81.1K Sell
105
-228
-68% -$189K 0.01% 105
2024
Q3 		$301K Hold
333
– – 0.06% 71
2024
Q2 		$301K Buy
333
+233
+233% +$186K 0.06% 71
2024
Q1 		$77.8K Buy
+100
New +$71.2K 0.02% 109
2022
Q4 		– Sell
-30
Closed -$10K – 323
2022
Q3 		$10K Hold
30
– – ﹤0.01% 230
2022
Q2 		$10K Buy
+30
New +$9.01K ﹤0.01% 185

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hoey Investments's LLY Position: Q2 2026 in Review

Hoey Investments increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $22.5K and bringing the position to 187 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #87.

Hoey Investments first reported a position in LLY in Q2 2022 and has held it in 12 quarters since. The position peaked at $301K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hoey Investments held 187 shares of Eli Lilly worth $224K as of Q2 2026.
  • Hoey Investments bought 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
  • Eli Lilly made up 0.03% of Hoey Investments's portfolio in Q2 2026, its #87 holding.
  • Hoey Investments first reported a position in Eli Lilly in Q2 2022 and has held it in 12 quarters since.
  • Hoey Investments's Eli Lilly position peaked at $301K in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.