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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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cherry Tree Wealth Management's LLY Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Eli Lilly (LLY) stake by 0.13% in Q1 2026, buying an estimated $2.03K and bringing the position to 1,518 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #64.

Cherry Tree Wealth Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2025. 4,382 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cherry Tree Wealth Management held 1,518 shares of Eli Lilly worth $1.4M as of Q1 2026.
  • Cherry Tree Wealth Management bought 2 Eli Lilly shares in Q1 2026, an estimated $2.03K.
  • Eli Lilly made up 0.3% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Cherry Tree Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Eli Lilly position peaked at $1.63M in Q4 2025.
  • 4,382 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.