Cardinal Point Capital Management’s Eli Lilly LLY Stock Holding History

Cardinal Point Capital 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	$1.21M	Buy	1,008 +67	+7%	+$68.5K	0.07%	116
2026 Q1	$865K	Buy	941 +285	+43%	+$289K	0.05%	131
2025 Q4	$705K	Buy	656 +11	+2%	+$10.5K	0.05%	132
2025 Q3	$512K	Sell	645 -66	-9%	-$49.1K	0.04%	151
2025 Q2	$554K	Buy	711 +294	+71%	+$228K	0.04%	136
2025 Q1	$344K	Buy	417 +12	+3%	+$9.98K	0.03%	141
2024 Q4	$313K	Buy	405 +2	+0.5%	+$1.66K	0.05%	71
2024 Q3	$357K	Hold	403	–	–	0.06%	64
2024 Q2	$365K	Buy	403 +4	+1%	+$3.2K	0.06%	59
2024 Q1	$310K	Buy	399 +3	+0.8%	+$2.13K	0.06%	60
2023 Q4	$231K	Sell	396 -130	-25%	-$75.9K	0.06%	61
2023 Q3	$283K	Buy	+526	New	+$271K	0.07%	58

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

Cardinal Point Capital Management's LLY Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Eli Lilly (LLY) stake by 7.1% in Q2 2026, buying an estimated $68.5K and bringing the position to 1,008 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #116.

Cardinal Point Capital Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Cardinal Point Capital Management held 1,008 shares of Eli Lilly worth $1.21M as of Q2 2026.
Cardinal Point Capital Management bought 67 Eli Lilly shares in Q2 2026, an estimated $68.5K.
Eli Lilly made up 0.07% of Cardinal Point Capital Management's portfolio in Q2 2026, its #116 holding.
Cardinal Point Capital Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.