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CFM Wealth Partners’s Eli Lilly LLY Stock Holding History

CFM Wealth 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
Q2 		$13.7M Buy
11,402
+374
+3% +$382K 1.75% 14
2026
Q1 		$10.1M Buy
11,028
+1,112
+11% +$1.13M 1.52% 19
2025
Q4 		$10.7M Sell
9,916
-707
-7% -$676K 1.54% 17
2025
Q3 		$8.11M Sell
10,623
-687
-6% -$511K 1.18% 23
2025
Q2 		$8.82M Sell
11,310
-1,402
-11% -$1.09M 1.4% 18
2025
Q1 		$10.5M Buy
12,712
+357
+3% +$297K 1.85% 15
2024
Q4 		$9.54M Buy
12,355
+154
+1% +$128K 1.61% 16
2024
Q3 		$10.8M Buy
12,201
+2,798
+30% +$2.52M 1.89% 12
2024
Q2 		$8.51M Buy
9,403
+1,563
+20% +$1.25M 1.56% 16
2024
Q1 		$6.1M Buy
7,840
+3,285
+72% +$2.34M 1.22% 22
2023
Q4 		$2.66M Buy
4,555
+591
+15% +$345K 0.6% 47
2023
Q3 		$2.13M Buy
3,964
+20
+0.5% +$10.3K 0.56% 48
2023
Q2 		$1.85M Sell
3,944
-59
-1% -$24.7K 0.45% 58
2023
Q1 		$1.37M Sell
4,003
-33
-0.8% -$11.1K 0.37% 63
2022
Q4 		$1.48M Hold
4,036
– – 0.44% 62
2022
Q3 		$1.3M Buy
4,036
+889
+28% +$282K 0.42% 61
2022
Q2 		$1.02M Buy
3,147
+375
+14% +$113K 0.31% 72
2022
Q1 		$794K Sell
2,772
-32
-1% -$8.23K 0.19% 89
2021
Q4 		$762K Buy
2,804
+211
+8% +$53.5K 0.17% 90
2021
Q3 		$599K Sell
2,593
-23
-0.9% -$5.68K 0.15% 102
2021
Q2 		$600K Hold
2,616
– – 0.16% 91
2021
Q1 		$489K Hold
2,616
– – 0.15% 99
2020
Q4 		$442K Hold
2,616
– – 0.14% 96
2020
Q3 		$387K Sell
2,616
-568
-18% -$87.9K 0.14% 96
2020
Q2 		$522K Hold
3,184
– – 0.2% 82
2020
Q1 		$442K Sell
3,184
-22
-0.7% -$3.02K 0.21% 80
2019
Q4 		$453K Buy
+3,206
New +$372K 0.17% 95

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFM Wealth Partners's LLY Position: Q2 2026 in Review

CFM Wealth Partners increased its Eli Lilly (LLY) stake by 3.4% in Q2 2026, buying an estimated $382K and bringing the position to 11,402 shares worth $13.7M. The position accounts for 1.75% of the portfolio, ranked #14.

CFM Wealth Partners first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,643 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CFM Wealth Partners held 11,402 shares of Eli Lilly worth $13.7M as of Q2 2026.
  • CFM Wealth Partners bought 374 Eli Lilly shares in Q2 2026, an estimated $382K.
  • Eli Lilly made up 1.75% of CFM Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • CFM Wealth Partners first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,643 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.