Back to HB Wealth Management, LLC HB Wealth Management, LLC

LLYLLY
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ELI LILLY & CO

HB Wealth Management, LLC holds 64,452 shares of LLY (ELI LILLY & CO), worth $77.3M as of 2026-Q2. The position was increased (+2.3% shares). LLY represents 0.4% of HB Wealth Management, LLC's portfolio.

Current Value

$77.3M

Current Shares

64,452

Total Value Change

+$73.9M

Total Shares Change

+52,076

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
64,452
+2.3%
$77.3M0.4%$1,197.71
36
2026-Q1
Increased
63,028
+6.6%
$58M0.4%$916.88
38
2025-Q4
Increased
59,121
+4.0%
$63.5M0.4%$1,069.51
37
2025-Q3
Increased
56,869
+7.7%
$43.4M0.3%$758.22
38
2025-Q2
Decreased
52,801
-4.5%
$41.2M0.3%$772.95
0
2025-Q1
Increased
55,295
+26.3%
$45.7M0.4%$817.26
43
2024-Q4
Increased
43,783
+2.9%
$33.8M0.3%$762.60
36
2024-Q3
Increased
42,569
+2.7%
$37.7M0.4%$873.71
36
2024-Q2
Increased
41,460
+7.1%
$37.5M0.4%$891.63
37
2024-Q1
Increased
38,715
+2.9%
$30.1M0.4%$764.84
35
2023-Q4
Increased
37,614
+5.3%
$21.9M0.3%$572.09
36
2023-Q3
Decreased
35,711
-26.1%
$19.2M0.3%$526.18
0
2023-Q2
Increased
48,344
+196.1%
$22.7M0.4%$458.43
55
2023-Q1
Decreased
16,328
-1.5%
$5.6M0.1%$334.83
0
2022-Q4
Increased
16,583
+11.7%
$6.1M0.1%$355.54
36
2022-Q3
Decreased
14,851
-3.7%
$4.8M0.1%$313.37
0
2022-Q2
Increased
15,423
+3.4%
$5M0.1%$313.20
33
2022-Q1
Increased
14,923
+20.6%
$4.3M0.1%$275.70
32
2021-Q4
New
12,376
-
$3.4M0.1%$264.82
37

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used