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 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 Indiananapolis, Indiana $108B AUM 53.87% 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

Cascade Financial Partners's LLY Position: Q1 2026 in Review

Cascade Financial Partners increased its Eli Lilly (LLY) stake by 0.03% in Q1 2026, buying an estimated $65.9K and bringing the position to 236,682 shares worth $218M. The position accounts for 22.44% of the portfolio, ranked #1.

Cascade Financial Partners first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $254M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cascade Financial Partners held 236,682 shares of Eli Lilly worth $218M as of Q1 2026.
Cascade Financial Partners bought 65 Eli Lilly shares in Q1 2026, an estimated $65.9K.
Eli Lilly made up 22.44% of Cascade Financial Partners's portfolio in Q1 2026, its #1 holding.
Cascade Financial Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Eli Lilly position peaked at $254M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.