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Hohimer Wealth Management’s Eli Lilly LLY Stock Holding History

Hohimer Wealth Management’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 		$2.11M Sell
1,761
-38
-2% -$38.8K 0.21% 132
2026
Q1 		$1.65M Sell
1,799
-180
-9% -$182K 0.2% 132
2025
Q4 		$2.13M Buy
1,979
+102
+5% +$97.5K 0.29% 105
2025
Q3 		$1.43M Buy
1,877
+358
+24% +$266K 0.2% 122
2025
Q2 		$1.18M Buy
1,519
+76
+5% +$59.1K 0.21% 101
2025
Q1 		$1.19M Buy
1,443
+719
+99% +$598K 0.23% 99
2024
Q4 		$559K Buy
724
+308
+74% +$255K 0.11% 140
2024
Q3 		$369K Sell
416
-14
-3% -$12.6K 0.08% 153
2024
Q2 		$389K Sell
430
-22
-5% -$17.6K 0.09% 164
2024
Q1 		$352K Hold
452
– – 0.08% 182
2023
Q4 		$263K Buy
452
+11
+2% +$6.42K 0.07% 176
2023
Q3 		$237K Sell
441
-11
-2% -$5.67K 0.07% 175
2023
Q2 		$212K Buy
+452
New +$190K 0.06% 177

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 $3.37T AUM 44.26% 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

Hohimer Wealth Management's LLY Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Eli Lilly (LLY) stake by 2.1% in Q2 2026, selling an estimated $38.8K and leaving 1,761 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #132.

Hohimer Wealth Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.13M in Q4 2025. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hohimer Wealth Management held 1,761 shares of Eli Lilly worth $2.11M as of Q2 2026.
  • Hohimer Wealth Management sold 38 Eli Lilly shares in Q2 2026, an estimated $38.8K.
  • Eli Lilly made up 0.21% of Hohimer Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Hohimer Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • Hohimer Wealth Management's Eli Lilly position peaked at $2.13M in Q4 2025.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.