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Hurlow Wealth Management Group’s Eli Lilly LLY Stock Holding History

Hurlow Wealth Management Group’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 		$4.05M Buy
3,375
+23
+0.7% +$23.5K 0.84% 24
2026
Q1 		$3.08M Buy
3,352
+6
+0.2% +$6.08K 0.73% 26
2025
Q4 		$3.6M Sell
3,346
-8
-0.2% -$7.65K 0.88% 24
2025
Q3 		$2.56M Sell
3,354
-2,285
-41% -$1.7M 0.66% 25
2025
Q2 		$4.4M Sell
5,639
-499
-8% -$388K 1.24% 21
2025
Q1 		$5.07M Buy
6,138
+40
+0.7% +$33.3K 1.58% 19
2024
Q4 		$4.71M Sell
6,098
-144
-2% -$119K 1.47% 20
2024
Q3 		$5.53M Buy
6,242
+107
+2% +$96.2K 1.72% 19
2024
Q2 		$5.55M Buy
6,135
+200
+3% +$160K 1.91% 17
2024
Q1 		$4.62M Buy
5,935
+10
+0.2% +$7.12K 1.63% 18
2023
Q4 		$3.45M Buy
5,925
+159
+3% +$92.8K 1.31% 19
2023
Q3 		$3.1M Sell
5,766
-20
-0.3% -$10.3K 1.35% 19
2023
Q2 		$2.71M Buy
5,786
+8
+0.1% +$3.35K 1.16% 20
2023
Q1 		$1.98M Sell
5,778
-7
-0.1% -$2.36K 0.92% 23
2022
Q4 		$2.12M Sell
5,785
-883
-13% -$313K 1.1% 22
2022
Q3 		$2.16M Hold
6,668
– – 1.26% 21
2022
Q2 		$2.16M Hold
6,668
– – 1.25% 19
2022
Q1 		$1.91M Sell
6,668
-313
-4% -$80.6K 1.17% 18
2021
Q4 		$1.45M Buy
6,981
+300
+4% +$76.1K 1.14% 18
2021
Q3 		$1.54M Hold
6,681
– – 0.92% 22
2021
Q2 		$1.53M Sell
6,681
-300
-4% -$60.3K 1.01% 20
2021
Q1 		$1.3M Sell
6,981
-40
-0.6% -$7.82K 0.94% 21
2020
Q4 		$1.19M Hold
7,021
– – 0.93% 20
2020
Q3 		$1.04M Sell
7,021
-120
-2% -$18.6K 0.95% 20
2020
Q2 		$1.16M Buy
7,141
+20
+0.3% +$3.07K 1.12% 18
2020
Q1 		$1.08M Sell
7,121
-40
-0.6% -$5.5K 1.15% 19
2019
Q4 		$1.01M Sell
7,161
-5
-0.1% -$580 0.99% 21
2019
Q3 		$773K Hold
7,166
– – 0.82% 24
2019
Q2 		$784K Sell
7,166
-16
-0.2% -$1.88K 0.82% 26
2019
Q1 		$841K Hold
7,182
– – 0.9% 23
2018
Q4 		$826K Buy
+7,182
New +$802K 1% 22

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

Hurlow Wealth Management Group's LLY Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Eli Lilly (LLY) stake by 0.69% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,375 shares worth $4.05M. The position accounts for 0.84% of the portfolio, ranked #24.

Hurlow Wealth Management Group first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.55M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Hurlow Wealth Management Group held 3,375 shares of Eli Lilly worth $4.05M as of Q2 2026.
  • Hurlow Wealth Management Group bought 23 Eli Lilly shares in Q2 2026, an estimated $23.5K.
  • Eli Lilly made up 0.84% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • Hurlow Wealth Management Group first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Eli Lilly position peaked at $5.55M in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.