Hoge Financial Services’s Eli Lilly LLY Stock Holding History

Hoge Financial Services’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 Q1	$478K	Buy	526 +11	+2%	+$11.2K	0.26%	38
2025 Q4	$553K	Buy	515 +55	+12%	+$52.6K	0.3%	37
2025 Q3	$352K	Buy	460 +6	+1%	+$4.46K	0.2%	44
2025 Q2	$353K	Buy	454 +16	+4%	+$12.4K	0.22%	38
2025 Q1	$362K	Buy	438 +68	+18%	+$56.6K	0.25%	38
2024 Q4	$285K	Sell	370 -14	-4%	-$11.6K	0.21%	40
2024 Q3	$340K	Buy	384 +71	+23%	+$63.8K	0.26%	36
2024 Q2	$283K	Sell	313 -124	-28%	-$99.2K	0.23%	40
2024 Q1	$340K	Buy	+437	New	+$311K	0.28%	38

Other funds holding LLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hoge Financial Services's LLY Position: Q1 2026 in Review

Hoge Financial Services increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $11.2K and bringing the position to 526 shares worth $478K. The position accounts for 0.26% of the portfolio, ranked #38.

Hoge Financial Services first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $553K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Hoge Financial Services held 526 shares of Eli Lilly worth $478K as of Q1 2026.
Hoge Financial Services bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
Eli Lilly made up 0.26% of Hoge Financial Services's portfolio in Q1 2026, its #38 holding.
Hoge Financial Services first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Hoge Financial Services's Eli Lilly position peaked at $553K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.