Cherry Tree Wealth Management’s Eli Lilly LLY Stock Holding History

Cherry Tree Wealth Management’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 Q3	$1.73M	Sell	1,497 -21	-1%	-$24.8K	0.33%	66
2026 Q2	$1.82M	Hold	1,518	–	–	0.34%	59
2026 Q1	$1.4M	Buy	1,518 +2	+0.1%	+$2.03K	0.3%	64
2025 Q4	$1.63M	Sell	1,516 -11	-0.7%	-$10.5K	0.34%	59
2025 Q3	$1.17M	Hold	1,527	–	–	0.26%	65
2025 Q2	$1.19M	Sell	1,527 -13	-0.8%	-$10.1K	0.28%	64
2025 Q1	$1.27M	Buy	1,540 +9	+0.6%	+$7.49K	0.31%	61
2024 Q4	$1.18M	Hold	1,531	–	–	0.29%	61
2024 Q3	$1.36M	Hold	1,531	–	–	0.32%	59
2024 Q2	$1.39M	Buy	1,531 +10	+0.7%	+$8K	0.35%	58
2024 Q1	$1.18M	Hold	1,521	–	–	0.3%	60
2023 Q4	$887K	Sell	1,521 -32	-2%	-$18.7K	0.24%	69
2023 Q3	$834K	Hold	1,553	–	–	0.24%	62
2023 Q2	$728K	Buy	+1,553	New	+$651K	0.21%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cherry Tree Wealth Management's LLY Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Eli Lilly (LLY) stake by 1.4% in Q3 2026, selling an estimated $24.8K and leaving 1,497 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #66.

Cherry Tree Wealth Management first reported a position in LLY in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.82M in Q2 2026. 1,552 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Cherry Tree Wealth Management held 1,497 shares of Eli Lilly worth $1.73M as of Q3 2026.
Cherry Tree Wealth Management sold 21 Eli Lilly shares in Q3 2026, an estimated $24.8K.
Eli Lilly made up 0.33% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #66 holding.
Cherry Tree Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Eli Lilly position peaked at $1.82M in Q2 2026.
1,552 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.