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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 		– Sell
-2,100
Closed -$2.26M – 1188
2025
Q4 		$2.26M Buy
+2,100
New +$2.01M 0.06% 198
2025
Q3 		– Sell
-1,200
Closed -$935K – 912
2025
Q2 		$935K Buy
+1,200
New +$932K 0.03% 276
2024
Q2 		– Sell
-1,500
Closed -$1.17M – 525
2024
Q1 		$1.17M Buy
+1,500
New +$1.07M 0.06% 174

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 $3.37T AUM 44.26% 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

HUB Investment Partners's LLY Position: Q2 2026 in Review

HUB Investment Partners increased its Eli Lilly (LLY) stake by 8.2% in Q2 2026, buying an estimated $1.15M and bringing the position to 14,924 shares worth $17.9M. The position accounts for 0.32% of the portfolio, ranked #59.

HUB Investment Partners first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.2M in Q3 2024. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • HUB Investment Partners held 14,924 shares of Eli Lilly worth $17.9M as of Q2 2026.
  • HUB Investment Partners bought 1,127 Eli Lilly shares in Q2 2026, an estimated $1.15M.
  • Eli Lilly made up 0.32% of HUB Investment Partners's portfolio in Q2 2026, its #59 holding.
  • HUB Investment Partners first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • HUB Investment Partners's Eli Lilly position peaked at $18.2M in Q3 2024.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.