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Cahaba Wealth Management’s Eli Lilly LLY Stock Holding History

Cahaba Wealth 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 		$1.66M Buy
1,381
+31
+2% +$31.7K 0.1% 45
2026
Q1 		$1.24M Buy
1,350
+11
+0.8% +$11.2K 0.08% 50
2025
Q4 		$1.44M Sell
1,339
-27
-2% -$25.8K 0.1% 43
2025
Q3 		$1.04M Buy
1,366
+18
+1% +$13.4K 0.08% 52
2025
Q2 		$1.05M Sell
1,348
-63
-4% -$49K 0.08% 52
2025
Q1 		$1.17M Buy
1,411
+27
+2% +$22.5K 0.1% 46
2024
Q4 		$1.07M Buy
1,384
+1
+0.1% +$828 0.09% 48
2024
Q3 		$1.23M Buy
1,383
+7
+0.5% +$6.29K 0.1% 45
2024
Q2 		$1.25M Sell
1,376
-153
-10% -$122K 0.11% 41
2024
Q1 		$1.19M Sell
1,529
-7
-0.5% -$4.98K 0.11% 42
2023
Q4 		$895K Buy
1,536
+24
+2% +$14K 0.09% 53
2023
Q3 		$812K Sell
1,512
-204
-12% -$105K 0.09% 53
2023
Q2 		$805K Sell
1,716
-98
-5% -$41.1K 0.09% 53
2023
Q1 		$623K Sell
1,814
-28
-2% -$9.44K 0.07% 67
2022
Q4 		$674K Sell
1,842
-6
-0.3% -$2.13K 0.08% 61
2022
Q3 		$597K Sell
1,848
-97
-5% -$30.7K 0.08% 63
2022
Q2 		$630K Buy
1,945
+31
+2% +$9.3K 0.09% 61
2022
Q1 		$559K Buy
1,914
+296
+18% +$76.2K 0.08% 70
2021
Q4 		$447K Sell
1,618
-136
-8% -$34.5K 0.06% 88
2021
Q3 		$405K Buy
1,754
+492
+39% +$121K 0.06% 92
2021
Q2 		$307K Sell
1,262
-234
-16% -$47K 0.05% 65
2021
Q1 		$279K Buy
1,496
+79
+6% +$15.5K 0.04% 68
2020
Q4 		$292K Buy
+1,417
New +$212K 0.05% 76
2020
Q3 		– Sell
-1,339
Closed -$216K – 82
2020
Q2 		$216K Buy
+1,339
New +$206K 0.04% 73

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

Cahaba Wealth Management's LLY Position: Q2 2026 in Review

Cahaba Wealth Management increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,381 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #45.

Cahaba Wealth Management first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cahaba Wealth Management held 1,381 shares of Eli Lilly worth $1.66M as of Q2 2026.
  • Cahaba Wealth Management bought 31 Eli Lilly shares in Q2 2026, an estimated $31.7K.
  • Eli Lilly made up 0.1% of Cahaba Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Cahaba Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.