Hoxton Planning & Management
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Hoxton Planning & Management’s Eli Lilly LLY Stock Holding History

Hoxton Planning & 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
Q3 		$1.46M Buy
1,261
+6
+0.5% +$7.08K 0.37% 51
2026
Q2 		$1.51M Buy
1,255
+5
+0.4% +$5.11K 0.39% 53
2026
Q1 		$1.15M Sell
1,250
-31
-2% -$31.4K 0.35% 58
2025
Q4 		$1.38M Buy
1,281
+13
+1% +$12.4K 0.41% 47
2025
Q3 		$967K Buy
1,268
+12
+1% +$8.93K 0.31% 61
2025
Q2 		$979K Sell
1,256
-70
-5% -$54.4K 0.34% 58
2025
Q1 		$1.1M Buy
1,326
+33
+3% +$27.5K 0.42% 48
2024
Q4 		$998K Sell
1,293
-65
-5% -$53.8K 0.38% 47
2024
Q3 		$1.2M Buy
1,358
+197
+17% +$177K 0.47% 38
2024
Q2 		$1.05M Buy
1,161
+33
+3% +$26.4K 0.49% 35
2024
Q1 		$878K Buy
1,128
+58
+5% +$41.3K 0.42% 43
2023
Q4 		$624K Sell
1,070
-2
-0.2% -$1.17K 0.33% 53
2023
Q3 		$576K Sell
1,072
-20
-2% -$10.3K 0.37% 55
2023
Q2 		$512K Sell
1,092
-60
-5% -$25.2K 0.32% 62
2023
Q1 		$396K Sell
1,152
-6
-0.5% -$2.02K 0.22% 93
2022
Q4 		$424K Buy
+1,158
New +$411K 0.23% 92

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Hoxton Planning & Management's LLY Position: Q3 2026 in Review

Hoxton Planning & Management increased its Eli Lilly (LLY) stake by 0.48% in Q3 2026, buying an estimated $7.08K and bringing the position to 1,261 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #51.

Hoxton Planning & Management first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q2 2026. 1,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Hoxton Planning & Management held 1,261 shares of Eli Lilly worth $1.46M as of Q3 2026.
  • Hoxton Planning & Management bought 6 Eli Lilly shares in Q3 2026, an estimated $7.08K.
  • Eli Lilly made up 0.37% of Hoxton Planning & Management's portfolio in Q3 2026, its #51 holding.
  • Hoxton Planning & Management first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Eli Lilly position peaked at $1.51M in Q2 2026.
  • 1,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.