CBIZ Investment Advisory Services’s Eli Lilly LLY Stock Holding History

CBIZ Investment Advisory Services’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	$373K	Sell	406 -175	-30%	-$177K	0.01%	36
2025 Q4	$625K	Buy	581 +60	+12%	+$57.4K	0.02%	32
2025 Q3	$398K	Sell	521 -5	-1%	-$3.72K	0.02%	38
2025 Q2	$410K	Sell	526 -22	-4%	-$17.1K	0.02%	35
2025 Q1	$453K	Buy	548 +68	+14%	+$56.6K	0.02%	34
2024 Q4	$371K	Sell	480 -37	-7%	-$30.6K	0.02%	38
2024 Q3	$458K	Hold	517	–	–	0.02%	32
2024 Q2	$468K	Sell	517 -100	-16%	-$80K	0.03%	30
2024 Q1	$480K	Buy	617 +97	+19%	+$69K	0.03%	31
2023 Q4	$303K	Buy	520 +125	+32%	+$73K	0.02%	36
2023 Q3	$212K	Buy	+395	New	+$204K	0.02%	31
2021 Q3	–	Hold	0	–	–	–	52
2021 Q2	–	Hold	0	–	–	–	51
2021 Q1	–	Hold	0	–	–	–	47
2020 Q4	–	Hold	0	–	–	–	50
2020 Q3	–	Hold	0	–	–	–	53
2020 Q2	–	Hold	0	–	–	–	52
2020 Q1	–	Hold	0	–	–	–	61
2019 Q4	–	Hold	0	–	–	–	75

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

CBIZ Investment Advisory Services's LLY Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Eli Lilly (LLY) stake by 30% in Q1 2026, selling an estimated $177K and leaving 406 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #36.

CBIZ Investment Advisory Services first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $625K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

CBIZ Investment Advisory Services held 406 shares of Eli Lilly worth $373K as of Q1 2026.
CBIZ Investment Advisory Services sold 175 Eli Lilly shares in Q1 2026, an estimated $177K.
Eli Lilly made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #36 holding.
CBIZ Investment Advisory Services first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's Eli Lilly position peaked at $625K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.