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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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return