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 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 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

Hohimer Wealth Management's LLY Position: Q1 2026 in Review

Hohimer Wealth Management reduced its Eli Lilly (LLY) stake by 9.1% in Q1 2026, selling an estimated $182K and leaving 1,799 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #132.

Hohimer Wealth Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Hohimer Wealth Management held 1,799 shares of Eli Lilly worth $1.65M as of Q1 2026.
Hohimer Wealth Management sold 180 Eli Lilly shares in Q1 2026, an estimated $182K.
Eli Lilly made up 0.2% of Hohimer Wealth Management's portfolio in Q1 2026, its #132 holding.
Hohimer Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Hohimer Wealth Management's Eli Lilly position peaked at $2.13M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.