HT Partners’s Eli Lilly LLY Stock Holding History

HT Partners’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	$4.65M	Sell	3,878 -39	-1%	-$39.8K	1.29%	9
2026 Q1	$3.6M	Sell	3,917 -25	-0.6%	-$25.3K	1.09%	10
2025 Q4	$4.24M	Buy	3,942 +38	+1%	+$36.3K	1.26%	10
2025 Q3	$2.98M	Sell	3,904 -38	-1%	-$28.3K	0.91%	13
2025 Q2	$3.07M	Hold	3,942	–	–	0.94%	14
2025 Q1	$3.26M	Sell	3,942 -152	-4%	-$126K	1.12%	13
2024 Q4	$3.16M	Sell	4,094 -162	-4%	-$134K	1.07%	12
2024 Q3	$3.77M	Buy	4,256 +18	+0.4%	+$16.2K	1.33%	8
2024 Q2	$3.84M	Sell	4,238 -12	-0.3%	-$9.6K	1.36%	7
2024 Q1	$3.31M	Buy	4,250 +46	+1%	+$32.7K	1.2%	8
2023 Q4	$2.45M	Buy	4,204 +27	+0.6%	+$15.8K	0.98%	10
2023 Q3	$2.24M	Buy	4,177 +72	+2%	+$37.1K	0.67%	15
2023 Q2	$1.93M	Sell	4,105 -90	-2%	-$37.7K	0.55%	19
2023 Q1	$1.44M	Hold	4,195	–	–	0.43%	20
2022 Q4	$1.53M	Hold	4,195	–	–	0.5%	18
2022 Q3	$1.36M	Sell	4,195 -79	-2%	-$25K	0.58%	15
2022 Q2	$1.39M	Buy	4,274 +2	+0%	+$600	0.55%	16
2022 Q1	$1.22M	Hold	4,272	–	–	0.38%	21
2021 Q4	$1.18M	Hold	4,272	–	–	0.34%	22
2021 Q3	$987K	Hold	4,272	–	–	0.3%	21
2021 Q2	$981K	Hold	4,272	–	–	0.3%	21
2021 Q1	$798K	Sell	4,272 -156	-4%	-$30.5K	0.26%	20
2020 Q4	$748K	Buy	4,428 +61	+1%	+$9.11K	0.25%	20
2020 Q3	$646K	Hold	4,367	–	–	0.25%	17
2020 Q2	$717K	Hold	4,367	–	–	0.29%	16
2020 Q1	$606K	Hold	4,367	–	–	0.28%	16
2019 Q4	$574K	Hold	4,367	–	–	0.23%	15
2019 Q3	$488K	Hold	4,367	–	–	0.21%	17
2019 Q2	$484K	Sell	4,367 -9	-0.2%	-$1.06K	0.2%	16
2019 Q1	$568K	Buy	4,376 +9	+0.2%	+$1.09K	0.25%	14
2018 Q4	$505K	Buy	4,367 +600	+16%	+$67K	0.24%	15
2018 Q3	$404K	Hold	3,767	–	–	0.16%	18
2018 Q2	$327K	Hold	3,767	–	–	0.13%	18
2018 Q1	$291K	Hold	3,767	–	–	0.12%	18
2017 Q4	$319K	Hold	3,767	–	–	0.13%	18
2017 Q3	$325K	Hold	3,767	–	–	0.14%	16
2017 Q2	$310K	Hold	3,767	–	–	0.14%	16
2017 Q1	$317K	Sell	3,767 -1,322	-26%	-$106K	0.15%	14
2016 Q4	$374K	Hold	5,089	–	–	0.2%	12
2016 Q3	$408K	Sell	5,089 -2,427	-32%	-$194K	0.23%	12
2016 Q2	$592K	Hold	7,516	–	–	0.32%	11
2016 Q1	$546K	Hold	7,516	–	–	0.32%	11
2015 Q4	$624K	Hold	7,516	–	–	0.4%	27
2015 Q3	$630K	Sell	7,516 -1,408	-16%	-$119K	0.42%	16
2015 Q2	$752K	Hold	8,924	–	–	0.41%	29
2015 Q1	$638K	Buy	8,924 +335	+4%	+$23.9K	0.35%	29
2014 Q4	$593K	Hold	8,589	–	–	0.37%	25
2014 Q3	$559K	Hold	8,589	–	–	0.28%	20
2014 Q2	$540K	Hold	8,589	–	–	0.28%	20
2014 Q1	$506K	Sell	8,589 -596	-6%	-$33.3K	0.33%	14
2013 Q4	$468K	Sell	9,185 -1,263	-12%	-$63.2K	0.3%	29
2013 Q3	$526K	Buy	10,448 +483	+5%	+$25.3K	0.34%	29
2013 Q2	$489K	Buy	+9,965	New	+$542K	0.42%	32

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HT Partners's LLY Position: Q2 2026 in Review

HT Partners reduced its Eli Lilly (LLY) stake by 1% in Q2 2026, selling an estimated $39.8K and leaving 3,878 shares worth $4.65M. The position accounts for 1.29% of the portfolio, ranked #9.

HT Partners first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

HT Partners held 3,878 shares of Eli Lilly worth $4.65M as of Q2 2026.
HT Partners sold 39 Eli Lilly shares in Q2 2026, an estimated $39.8K.
Eli Lilly made up 1.29% of HT Partners's portfolio in Q2 2026, its #9 holding.
HT Partners first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.