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 Q2	$533K	Sell	444 -82	-16%	-$83.8K	0.26%	35
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hoge Financial Services's LLY Position: Q2 2026 in Review

Hoge Financial Services reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $83.8K and leaving 444 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #35.

Hoge Financial Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $553K in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Hoge Financial Services held 444 shares of Eli Lilly worth $533K as of Q2 2026.
Hoge Financial Services sold 82 Eli Lilly shares in Q2 2026, an estimated $83.8K.
Eli Lilly made up 0.26% of Hoge Financial Services's portfolio in Q2 2026, its #35 holding.
Hoge Financial Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Hoge Financial Services's Eli Lilly position peaked at $553K in Q4 2025.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.