Cascade Investment Group’s Eli Lilly LLY Stock Holding History

Cascade Investment Group’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	$392K	Sell	426 -47	-10%	-$47.6K	0.26%	97
2025 Q4	$508K	Hold	473	–	–	0.34%	70
2025 Q3	$361K	Hold	473	–	–	0.24%	97
2025 Q2	$369K	Buy	473 +7	+2%	+$5.44K	0.26%	88
2025 Q1	$385K	Sell	466 -92	-16%	-$76.6K	0.3%	76
2024 Q4	$431K	Sell	558 -33	-6%	-$27.3K	0.31%	72
2024 Q3	$524K	Hold	591	–	–	0.38%	64
2024 Q2	$535K	Sell	591 -200	-25%	-$160K	0.42%	56
2024 Q1	$615K	Buy	791 +54	+7%	+$38.4K	0.46%	53
2023 Q4	$430K	Buy	737 +50	+7%	+$29.2K	0.35%	71
2023 Q3	$369K	Hold	687	–	–	0.35%	74
2023 Q2	$322K	Hold	687	–	–	0.29%	86
2023 Q1	$236K	Buy	687 +10	+1%	+$3.37K	0.23%	108
2022 Q4	$248K	Buy	+677	New	+$240K	0.26%	104

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

Cascade Investment Group's LLY Position: Q1 2026 in Review

Cascade Investment Group reduced its Eli Lilly (LLY) stake by 9.9% in Q1 2026, selling an estimated $47.6K and leaving 426 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #97.

Cascade Investment Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $615K in Q1 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cascade Investment Group held 426 shares of Eli Lilly worth $392K as of Q1 2026.
Cascade Investment Group sold 47 Eli Lilly shares in Q1 2026, an estimated $47.6K.
Eli Lilly made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #97 holding.
Cascade Investment Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Eli Lilly position peaked at $615K in Q1 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.