VHAM
LLY icon

Van Hulzen Asset Management’s Eli Lilly LLY Stock Holding History

Van Hulzen Asset Management’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 		$2.49M Sell
2,080
-8
-0.4% -$8.17K 0.18% 98
2026
Q1 		$1.92M Buy
2,088
+266
+15% +$270K 0.14% 102
2025
Q4 		$1.96M Sell
1,822
-78
-4% -$74.6K 0.14% 107
2025
Q3 		$1.45M Sell
1,900
-388
-17% -$289K 0.11% 126
2025
Q2 		$1.78M Sell
2,288
-65
-3% -$50.5K 0.15% 108
2025
Q1 		$1.94M Buy
2,353
+9
+0.4% +$7.49K 0.18% 105
2024
Q4 		$1.81M Buy
2,344
+127
+6% +$105K 0.13% 125
2024
Q3 		$1.96M Buy
2,217
+56
+3% +$50.3K 0.14% 122
2024
Q2 		$1.96M Buy
2,161
+49
+2% +$39.2K 0.13% 111
2024
Q1 		$1.64M Sell
2,112
-1
-0% -$712 0.11% 129
2023
Q4 		$1.23M Buy
2,113
+28
+1% +$16.3K 0.09% 140
2023
Q3 		$1.12M Sell
2,085
-4,561
-69% -$2.35M 0.09% 142
2023
Q2 		$3.12M Buy
6,646
+797
+14% +$334K 0.27% 73
2023
Q1 		$2.01M Buy
5,849
+4,556
+352% +$1.54M 0.19% 85
2022
Q4 		$473K Buy
+1,293
New +$458K 0.05% 182
2015
Q3 		– Sell
-2,521
Closed -$210K – 159
2015
Q2 		$210K Sell
2,521
-7,028
-74% -$536K 0.11% 133
2015
Q1 		$694K Sell
9,549
-2,441
-20% -$174K 0.42% 66
2014
Q4 		$827K Buy
11,990
+1,565
+15% +$106K 0.57% 48
2014
Q3 		$676K Buy
+10,425
New +$660K 0.69% 47

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

Van Hulzen Asset Management's LLY Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Eli Lilly (LLY) stake by 0.38% in Q2 2026, selling an estimated $8.17K and leaving 2,080 shares worth $2.49M. The position accounts for 0.18% of the portfolio, ranked #98.

Van Hulzen Asset Management first reported a position in LLY in Q3 2014 and has held it in 19 quarters since. The position peaked at $3.12M in Q2 2023. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Van Hulzen Asset Management held 2,080 shares of Eli Lilly worth $2.49M as of Q2 2026.
  • Van Hulzen Asset Management sold 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.18% of Van Hulzen Asset Management's portfolio in Q2 2026, its #98 holding.
  • Van Hulzen Asset Management first reported a position in Eli Lilly in Q3 2014 and has held it in 19 quarters since.
  • Van Hulzen Asset Management's Eli Lilly position peaked at $3.12M in Q2 2023.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.