Hughes Financial Services
LLY icon

Hughes Financial Services’s Eli Lilly LLY Stock Holding History

Hughes Financial Services’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 		$646K Buy
471
+28
+6% +$33K 0.08% 51
2026
Q2 		$531K Buy
443
+69
+18% +$70.5K 0.07% 52
2026
Q1 		$344K Buy
374
+4
+1% +$4.06K 0.05% 56
2025
Q4 		$397K Sell
370
-9
-2% -$8.61K 0.06% 53
2025
Q3 		$366K Buy
379
+64
+20% +$47.6K 0.06% 52
2025
Q2 		$235K Sell
315
-8
-2% -$6.22K 0.04% 63
2025
Q1 		$260K Buy
323
+35
+12% +$29.1K 0.05% 56
2024
Q4 		$222K Buy
+288
New +$238K 0.05% 61

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hughes Financial Services's LLY Position: Q3 2026 in Review

Hughes Financial Services increased its Eli Lilly (LLY) stake by 6.3% in Q3 2026, buying an estimated $33K and bringing the position to 471 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #51.

Hughes Financial Services first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Hughes Financial Services held 471 shares of Eli Lilly worth $646K as of Q3 2026.
  • Hughes Financial Services bought 28 Eli Lilly shares in Q3 2026, an estimated $33K.
  • Eli Lilly made up 0.08% of Hughes Financial Services's portfolio in Q3 2026, its #51 holding.
  • Hughes Financial Services first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.