Cavalier Investments’s Eli Lilly LLY Stock Holding History

Cavalier Investments’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	$888K	Hold	966	–	–	0.02%	99
2025 Q4	$1.04M	Hold	966	–	–	0.05%	68
2025 Q3	$802K	Hold	966	–	–	0.07%	81
2025 Q2	$753K	Hold	966	–	–	0.23%	57
2025 Q1	$798K	Hold	966	–	–	0.27%	63
2024 Q4	$746K	Sell	966 -31,590	-97%	-$26.2M	0.25%	55
2024 Q3	$28.8M	Buy	32,556 +22,090	+211%	+$19.9M	8.85%	1
2024 Q2	$9.48M	Buy	10,466 +5,225	+100%	+$4.18M	2.92%	7
2024 Q1	$4.08M	Buy	5,241 +1,264	+32%	+$900K	1.49%	19
2023 Q4	$2.32M	Buy	3,977 +96	+2%	+$56K	0.85%	32
2023 Q3	$2.08M	Buy	3,881 +1,568	+68%	+$808K	0.82%	35
2023 Q2	$1.08M	Buy	+2,313	New	+$970K	0.39%	58
2023 Q1	–	Sell	-2,305	Closed	-$843K	–	82
2022 Q4	$843K	Sell	2,305 -140	-6%	-$49.6K	0.3%	51
2022 Q3	$791K	Sell	2,445 -842	-26%	-$267K	0.29%	49
2022 Q2	$1.07M	Sell	3,287 -2,370	-42%	-$711K	0.37%	47
2022 Q1	$1.62M	Sell	5,657 -991	-15%	-$255K	0.42%	49
2021 Q4	$1.84M	Sell	6,648 -384	-5%	-$97.3K	0.48%	58
2021 Q3	$1.63M	Buy	+7,032	New	+$1.74M	0.51%	59

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

Cavalier Investments's LLY Position: Q1 2026 in Review

Cavalier Investments held its Eli Lilly (LLY) position steady in Q1 2026 at 966 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #99.

Cavalier Investments first reported a position in LLY in Q3 2021 and has held it in 18 quarters since. The position peaked at $28.8M in Q3 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cavalier Investments held 966 shares of Eli Lilly worth $888K as of Q1 2026.
Cavalier Investments left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #99 holding.
Cavalier Investments first reported a position in Eli Lilly in Q3 2021 and has held it in 18 quarters since.
Cavalier Investments's Eli Lilly position peaked at $28.8M in Q3 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.