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 Q2	$373K	Hold	406	–	–	0.01%	36
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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's LLY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Eli Lilly (LLY) position steady in Q2 2026 at 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 12 quarters since. The position peaked at $625K in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

CBIZ Investment Advisory Services held 406 shares of Eli Lilly worth $373K as of Q2 2026.
CBIZ Investment Advisory Services left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #36 holding.
CBIZ Investment Advisory Services first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
CBIZ Investment Advisory Services's Eli Lilly position peaked at $625K in Q4 2025.
4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.