James Hambro & Partners’s Eli Lilly LLY Stock Holding History

James Hambro & 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 Q2	$1.59M	Buy	1,324 +878	+197%	+$897K	0.06%	33
2026 Q1	$410K	Buy	446 +144	+48%	+$146K	0.02%	45
2025 Q4	$325K	Sell	302 -41	-12%	-$39.2K	0.01%	46
2025 Q3	$262K	Buy	343 +15	+5%	+$11.2K	0.01%	54
2025 Q2	$256K	Sell	328 -12	-4%	-$9.32K	0.01%	49
2025 Q1	$281K	Hold	340	–	–	0.01%	50
2024 Q4	$263K	Hold	340	–	–	0.01%	53
2024 Q3	$301K	Buy	340 +12	+4%	+$10.8K	0.01%	50
2024 Q2	$297K	Hold	328	–	–	0.01%	49
2024 Q1	$255K	Buy	+328	New	+$233K	0.01%	49
2021 Q4	–	Sell	-1,828	Closed	-$422K	–	82
2021 Q3	$422K	Hold	1,828	–	–	0.03%	58
2021 Q2	$419K	Sell	1,828 -100	-5%	-$20.1K	0.03%	59
2021 Q1	$360K	Buy	+1,928	New	+$377K	0.03%	69

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

James Hambro & Partners's LLY Position: Q2 2026 in Review

James Hambro & Partners increased its Eli Lilly (LLY) stake by 197% in Q2 2026, buying an estimated $897K and bringing the position to 1,324 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #33.

James Hambro & Partners first reported a position in LLY in Q1 2021 and has held it in 13 quarters since. 1,591 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

James Hambro & Partners held 1,324 shares of Eli Lilly worth $1.59M as of Q2 2026.
James Hambro & Partners bought 878 Eli Lilly shares in Q2 2026, an estimated $897K.
Eli Lilly made up 0.06% of James Hambro & Partners's portfolio in Q2 2026, its #33 holding.
James Hambro & Partners first reported a position in Eli Lilly in Q1 2021 and has held it in 13 quarters since.
1,591 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.