Cardinal Strategic Wealth Guidance’s Eli Lilly LLY Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q1	$454K	Sell	494 -67	-12%	-$67.9K	0.12%	38
2025 Q4	$603K	Hold	561	–	–	0.16%	31
2025 Q3	$428K	Sell	561 -50	-8%	-$37.2K	0.12%	39
2025 Q2	$476K	Sell	611 -29	-5%	-$22.5K	0.14%	36
2025 Q1	$529K	Hold	640	–	–	0.17%	35
2024 Q4	$494K	Hold	640	–	–	0.16%	38
2024 Q3	$567K	Sell	640 -6	-0.9%	-$5.39K	0.19%	34
2024 Q2	$585K	Sell	646 -105	-14%	-$84K	0.21%	33
2024 Q1	$584K	Sell	751 -92	-11%	-$65.5K	0.22%	32
2023 Q4	$491K	Hold	843	–	–	0.2%	41
2023 Q3	$453K	Hold	843	–	–	0.21%	41
2023 Q2	$395K	Buy	843 +35	+4%	+$14.7K	0.18%	43
2023 Q1	$277K	Sell	808 -7	-0.9%	-$2.36K	0.13%	49
2022 Q4	$298K	Sell	815 -40	-5%	-$14.2K	0.14%	58
2022 Q3	$276K	Sell	855 -12	-1%	-$3.8K	0.15%	51
2022 Q2	$281K	Sell	867 -35	-4%	-$10.5K	0.14%	53
2022 Q1	$258K	Sell	902 -50	-5%	-$12.9K	0.12%	60
2021 Q4	$263K	Hold	952	–	–	0.12%	63
2021 Q3	$220K	Hold	952	–	–	0.12%	66
2021 Q2	$219K	Buy	+952	New	+$191K	0.12%	64

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's LLY Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Eli Lilly (LLY) stake by 12% in Q1 2026, selling an estimated $67.9K and leaving 494 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #38.

Cardinal Strategic Wealth Guidance first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $603K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cardinal Strategic Wealth Guidance held 494 shares of Eli Lilly worth $454K as of Q1 2026.
Cardinal Strategic Wealth Guidance sold 67 Eli Lilly shares in Q1 2026, an estimated $67.9K.
Eli Lilly made up 0.12% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #38 holding.
Cardinal Strategic Wealth Guidance first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
Cardinal Strategic Wealth Guidance's Eli Lilly position peaked at $603K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.