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HUB Investment Partners’s Eli Lilly LLY Stock Holding History

HUB Investment 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
Q1 		$12.7M Buy
13,797
+1,115
+9% +$1.13M 0.3% 64
2025
Q4 		$13.6M Buy
12,682
+942
+8% +$901K 0.35% 56
2025
Q3 		$8.96M Sell
11,740
-186
-2% -$138K 0.3% 78
2025
Q2 		$9.3M Buy
11,926
+363
+3% +$282K 0.31% 74
2025
Q1 		$9.55M Sell
11,563
-2,698
-19% -$2.24M 0.38% 71
2024
Q4 		$11M Sell
14,261
-6,338
-31% -$5.25M 0.46% 59
2024
Q3 		$18.2M Buy
20,599
+13,265
+181% +$11.9M 0.8% 29
2024
Q2 		$6.64M Buy
7,334
+1,231
+20% +$985K 0.25% 90
2024
Q1 		$4.75M Buy
6,103
+1,395
+30% +$993K 0.26% 105
2023
Q4 		$2.74M Buy
4,708
+1,351
+40% +$789K 0.19% 121
2023
Q3 		$1.8M Sell
3,357
-114
-3% -$58.7K 0.27% 78
2023
Q2 		$1.63M Buy
3,471
+106
+3% +$44.5K 0.27% 77
2023
Q1 		$1.16M Buy
3,365
+386
+13% +$130K 0.24% 76
2022
Q4 		$1.09M Buy
2,979
+352
+13% +$125K 0.24% 58
2022
Q3 		$850K Buy
2,627
+985
+60% +$312K 0.26% 75
2022
Q2 		$532K Sell
1,642
-780
-32% -$234K 0.17% 104
2022
Q1 		$693K Buy
2,422
+603
+33% +$155K 0.16% 106
2021
Q4 		$502K Buy
1,819
+64
+4% +$16.2K 0.12% 121
2021
Q3 		$406K Buy
1,755
+33
+2% +$8.14K 0.1% 144
2021
Q2 		$395K Buy
+1,722
New +$346K 0.11% 137

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HUB Investment Partners's LLY Position: Q1 2026 in Review

HUB Investment Partners increased its Eli Lilly (LLY) stake by 8.8% in Q1 2026, buying an estimated $1.13M and bringing the position to 13,797 shares worth $12.7M. The position accounts for 0.3% of the portfolio, ranked #64.

HUB Investment Partners first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.2M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • HUB Investment Partners held 13,797 shares of Eli Lilly worth $12.7M as of Q1 2026.
  • HUB Investment Partners bought 1,115 Eli Lilly shares in Q1 2026, an estimated $1.13M.
  • Eli Lilly made up 0.3% of HUB Investment Partners's portfolio in Q1 2026, its #64 holding.
  • HUB Investment Partners first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
  • HUB Investment Partners's Eli Lilly position peaked at $18.2M in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.