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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
Q2 		$577K Sell
481
-13
-3% -$13.3K 0.13% 37
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
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

Cardinal Strategic Wealth Guidance's LLY Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Eli Lilly (LLY) stake by 2.6% in Q2 2026, selling an estimated $13.3K and leaving 481 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #37.

Cardinal Strategic Wealth Guidance first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $603K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 481 shares of Eli Lilly worth $577K as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 0.13% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #37 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • Cardinal Strategic Wealth Guidance's Eli Lilly position peaked at $603K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.