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Horizon Investment Services’s Eli Lilly LLY Stock Holding History

Horizon Investment 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 		$5.62M Buy
4,682
+1,185
+34% +$1.21M 1.56% 21
2026
Q1 		$3.22M Buy
3,497
+2,152
+160% +$2.18M 1.12% 32
2025
Q4 		$1.45M Sell
1,345
-114
-8% -$109K 0.52% 49
2025
Q3 		$1.11M Buy
1,459
+41
+3% +$30.5K 0.42% 53
2025
Q2 		$1.11M Sell
1,418
-17
-1% -$13.2K 0.48% 48
2025
Q1 		$1.19M Sell
1,435
-9
-0.6% -$7.49K 0.58% 47
2024
Q4 		$1.11M Sell
1,444
-392
-21% -$325K 0.47% 52
2024
Q3 		$1.63M Hold
1,836
– – 0.7% 48
2024
Q2 		$1.66M Hold
1,836
– – 0.78% 42
2024
Q1 		$1.43M Buy
1,836
+7
+0.4% +$4.98K 0.7% 48
2023
Q4 		$1.07M Hold
1,829
– – 0.58% 54
2023
Q3 		$982K Hold
1,829
– – 0.59% 53
2023
Q2 		$858K Hold
1,829
– – 0.52% 51
2023
Q1 		$628K Buy
1,829
+3
+0.2% +$1.01K 0.4% 66
2022
Q4 		$668K Buy
1,826
+185
+11% +$65.6K 0.48% 53
2022
Q3 		$531K Hold
1,641
– – 0.38% 61
2022
Q2 		$532K Sell
1,641
-43
-3% -$12.9K 0.35% 66
2022
Q1 		$482K Sell
1,684
-70
-4% -$18K 0.25% 76
2021
Q4 		$484K Sell
1,754
-12
-0.7% -$3.04K 0.22% 86
2021
Q3 		$408K Sell
1,766
-38
-2% -$9.38K 0.2% 84
2021
Q2 		$414K Sell
1,804
-110
-6% -$22.1K 0.2% 79
2021
Q1 		$358K Buy
1,914
+10
+0.5% +$1.96K 0.19% 85
2020
Q4 		$321K Buy
1,904
+50
+3% +$7.46K 0.2% 83
2020
Q3 		$274K Sell
1,854
-75
-4% -$11.6K 0.18% 86
2020
Q2 		$317K Buy
1,929
+329
+21% +$50.5K 0.22% 80
2020
Q1 		$222K Sell
1,600
-400
-20% -$55K 0.2% 82
2019
Q4 		$263K Hold
2,000
– – 0.17% 87
2019
Q3 		$224K Buy
+2,000
New +$223K 0.15% 88

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 $3.38T AUM 44.17% 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

Horizon Investment Services's LLY Position: Q2 2026 in Review

Horizon Investment Services increased its Eli Lilly (LLY) stake by 34% in Q2 2026, buying an estimated $1.21M and bringing the position to 4,682 shares worth $5.62M. The position accounts for 1.56% of the portfolio, ranked #21.

Horizon Investment Services first reported a position in LLY in Q3 2019 and has held it in 28 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Horizon Investment Services held 4,682 shares of Eli Lilly worth $5.62M as of Q2 2026.
  • Horizon Investment Services bought 1,185 Eli Lilly shares in Q2 2026, an estimated $1.21M.
  • Eli Lilly made up 1.56% of Horizon Investment Services's portfolio in Q2 2026, its #21 holding.
  • Horizon Investment Services first reported a position in Eli Lilly in Q3 2019 and has held it in 28 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.