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Cascade Financial Partners’s Eli Lilly LLY Stock Holding History

Cascade Financial Partners’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 		$284M Buy
236,707
+25
+0% +$25.5K 24.65% 1
2026
Q1 		$218M Buy
236,682
+65
+0% +$65.9K 22.44% 1
2025
Q4 		$254M Sell
236,617
-90
-0% -$86.1K 25.78% 1
2025
Q3 		$181M Buy
236,707
+651
+0.3% +$484K 20.71% 1
2025
Q2 		$184M Buy
236,056
+1,070
+0.5% +$831K 22.12% 1
2025
Q1 		$194M Buy
234,986
+21
+0% +$17.5K 24.47% 1
2024
Q4 		$181M Buy
234,965
+137
+0.1% +$113K 23.64% 1
2024
Q3 		$213M Buy
234,828
+728
+0.3% +$655K 26.76% 1
2024
Q2 		$212M Buy
234,100
+67
+0% +$53.6K 27.86% 1
2024
Q1 		$176M Buy
+234,033
New +$167M 25.34% 1

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

Cascade Financial Partners's LLY Position: Q2 2026 in Review

Cascade Financial Partners increased its Eli Lilly (LLY) stake by 0.01% in Q2 2026, buying an estimated $25.5K and bringing the position to 236,707 shares worth $284M. The position accounts for 24.65% of the portfolio, ranked #1.

Cascade Financial Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cascade Financial Partners held 236,707 shares of Eli Lilly worth $284M as of Q2 2026.
  • Cascade Financial Partners bought 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
  • Eli Lilly made up 24.65% of Cascade Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Cascade Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.