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

CFS 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 		$5.87M Buy
4,838
+97
+2% +$99.1K 0.39% 58
2026
Q1 		$4.39M Sell
4,741
-131
-3% -$133K 0.3% 69
2025
Q4 		$5.24M Buy
4,872
+479
+11% +$458K 0.38% 64
2025
Q3 		$3.63M Sell
4,393
-133
-3% -$99K 0.27% 74
2025
Q2 		$3.53M Buy
4,526
+238
+6% +$185K 0.29% 73
2025
Q1 		$3.54M Buy
4,288
+51
+1% +$42.4K 0.32% 71
2024
Q4 		$3.27M Buy
4,237
+41
+1% +$33.9K 0.29% 70
2024
Q3 		$3.72M Sell
4,196
-2,734
-39% -$2.46M 0.31% 63
2024
Q2 		$6.27M Buy
+6,930
New +$5.54M 0.51% 43
2023
Q3 		– Sell
-2,714
Closed -$1.27M – 209
2023
Q2 		$1.27M Buy
+2,714
New +$1.14M 0.16% 106
2022
Q3 		– Sell
-1,638
Closed -$531K – 310
2022
Q2 		$531K Sell
1,638
-545,901
-100% -$164M 0.08% 161
2022
Q1 		$2K Buy
547,539
+545,927
+33,866% +$140M 0.01% 284
2021
Q4 		$396K Hold
1,612
– – 0.05% 176
2021
Q3 		$372K Buy
+1,612
New +$398K 0.05% 170

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 $3.37T AUM 44.26% 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

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

CFS Investment Advisory Services increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $99.1K and bringing the position to 4,838 shares worth $5.87M. The position accounts for 0.39% of the portfolio, ranked #58.

CFS Investment Advisory Services first reported a position in LLY in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.27M in Q2 2024. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CFS Investment Advisory Services held 4,838 shares of Eli Lilly worth $5.87M as of Q2 2026.
  • CFS Investment Advisory Services bought 97 Eli Lilly shares in Q2 2026, an estimated $99.1K.
  • Eli Lilly made up 0.39% of CFS Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
  • CFS Investment Advisory Services first reported a position in Eli Lilly in Q3 2021 and has held it in 14 quarters since.
  • CFS Investment Advisory Services's Eli Lilly position peaked at $6.27M in Q2 2024.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.