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Hopwood Financial Services’s Eli Lilly LLY Stock Holding History

Hopwood 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
2025
Q4 		– Sell
-47
Closed -$36K – 192
2025
Q3 		$36K Buy
47
+25
+114% +$18.6K 0.02% 176
2025
Q2 		$17.3K Sell
22
-55
-71% -$42.7K 0.01% 205
2025
Q1 		$63.7K Sell
77
-65
-46% -$54.1K 0.05% 135
2024
Q4 		$110K Buy
+142
New +$118K 0.08% 105

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hopwood Financial Services's LLY Position: Q4 2025 in Review

Hopwood Financial Services sold out of Eli Lilly (LLY) in Q4 2025, closing a stake of 47 shares — an estimated $36K sold.

Hopwood Financial Services first reported a position in LLY in Q4 2024 and held it in 4 quarters. The position peaked at $110K in Q4 2024. 4,441 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Hopwood Financial Services reported no remaining Eli Lilly position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 47 Eli Lilly shares in Q4 2025, an estimated $36K.
  • Hopwood Financial Services first reported a position in Eli Lilly in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Eli Lilly position peaked at $110K in Q4 2024.
  • 4,441 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.