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Horst & Graben Wealth Management’s Eli Lilly LLY Stock Holding History

Horst & Graben 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 		$729K Buy
612
+93
+18% +$95K 0.1% 112
2026
Q1 		$450K Buy
519
+14
+3% +$14.2K 0.06% 121
2025
Q4 		$543K Buy
505
+6
+1% +$5.74K 0.08% 110
2025
Q3 		$381K Sell
499
-19
-4% -$14.1K 0.06% 124
2025
Q2 		$404K Buy
518
+48
+10% +$37.3K 0.07% 114
2025
Q1 		$388K Buy
470
+44
+10% +$36.6K 0.07% 113
2024
Q4 		$329K Sell
426
-1
-0.2% -$828 0.06% 114
2024
Q3 		$378K Sell
427
-1
-0.2% -$899 0.07% 101
2024
Q2 		$387K Buy
428
+24
+6% +$19.2K 0.07% 97
2024
Q1 		$314K Hold
404
– – 0.06% 108
2023
Q4 		$235K Sell
404
-33
-8% -$19.3K 0.05% 122
2023
Q3 		$235K Sell
437
-14
-3% -$7.21K 0.06% 115
2023
Q2 		$212K Buy
+451
New +$189K 0.05% 121

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

Horst & Graben Wealth Management's LLY Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $95K and bringing the position to 612 shares worth $729K. The position accounts for 0.1% of the portfolio, ranked #112.

Horst & Graben Wealth Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Horst & Graben Wealth Management held 612 shares of Eli Lilly worth $729K as of Q2 2026.
  • Horst & Graben Wealth Management bought 93 Eli Lilly shares in Q2 2026, an estimated $95K.
  • Eli Lilly made up 0.1% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Horst & Graben Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.