HWG Holdings’s Eli Lilly LLY Stock Holding History

HWG Holdings’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	–	Sell	-1,994	Closed	-$1.83M	–	54
2026 Q1	$1.83M	Buy	+1,994	New	+$2.02M	0.48%	35
2025 Q2	–	Sell	-243	Closed	-$201K	–	97
2025 Q1	$201K	Buy	+243	New	+$202K	0.09%	41
2024 Q4	–	Sell	-6,125	Closed	-$5.43M	–	53
2024 Q3	$5.43M	Sell	6,125 -10,334	-63%	-$9.29M	1.87%	16
2024 Q2	$14.9M	Buy	+16,459	New	+$13.2M	5.46%	4
2023 Q4	$2.72M	Buy	4,665 +174	+4%	+$102K	1.22%	22
2023 Q3	$2.41M	Buy	4,491 +3,900	+660%	+$2.01M	1.31%	14
2023 Q2	$277K	Buy	+591	New	+$248K	0.13%	53
2022 Q1	–	Sell	-102	Closed	-$28K	–	162
2021 Q4	$28K	Buy	+102	New	+$25.9K	0.01%	90
2021 Q1	–	Sell	-389	Closed	-$66K	–	115
2020 Q4	$66K	Sell	389 -1,415	-78%	-$211K	0.03%	75
2020 Q3	$267K	Sell	1,804 -844	-32%	-$131K	0.24%	57
2020 Q2	$435K	Buy	+2,648	New	+$406K	0.35%	44
2019 Q4	$10K	Buy	+74	New	+$8.58K	0.01%	104

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HWG Holdings's LLY Position: Q2 2026 in Review

HWG Holdings sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 1,994 shares — an estimated $1.83M sold.

HWG Holdings first reported a position in LLY in Q4 2019 and held it in 12 quarters. The position peaked at $14.9M in Q2 2024. 2,244 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

HWG Holdings reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
HWG Holdings sold 1,994 Eli Lilly shares in Q2 2026, an estimated $1.83M.
HWG Holdings first reported a position in Eli Lilly in Q4 2019 and held it in 12 quarters.
HWG Holdings's Eli Lilly position peaked at $14.9M in Q2 2024.
2,244 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.