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Cherrydale Wealth Management’s Eli Lilly LLY Stock Holding History

Cherrydale 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
Q2 		$860K Buy
717
+1
+0.1% +$1.02K 0.22% 34
2026
Q1 		$658K Sell
716
-16
-2% -$16.2K 0.2% 39
2025
Q4 		$786K Hold
732
– – 0.24% 35
2025
Q3 		$558K Sell
732
-23
-3% -$17.1K 0.18% 41
2025
Q2 		$588K Buy
755
+20
+3% +$15.5K 0.2% 39
2025
Q1 		$607K Sell
735
-6
-0.8% -$4.99K 0.24% 35
2024
Q4 		$572K Buy
741
+3
+0.4% +$2.48K 0.22% 35
2024
Q3 		$654K Buy
738
+1
+0.1% +$899 0.27% 32
2024
Q2 		$667K Buy
737
+67
+10% +$53.6K 0.29% 30
2024
Q1 		$521K Buy
670
+93
+16% +$66.2K 0.24% 33
2023
Q4 		$336K Buy
577
+26
+5% +$15.2K 0.18% 35
2023
Q3 		$296K Buy
551
+25
+5% +$12.9K 0.18% 35
2023
Q2 		$247K Buy
+526
New +$221K 0.17% 34

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

Cherrydale Wealth Management's LLY Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Eli Lilly (LLY) stake by 0.14% in Q2 2026, buying an estimated $1.02K and bringing the position to 717 shares worth $860K. The position accounts for 0.22% of the portfolio, ranked #34.

Cherrydale Wealth Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cherrydale Wealth Management held 717 shares of Eli Lilly worth $860K as of Q2 2026.
  • Cherrydale Wealth Management bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.22% of Cherrydale Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Cherrydale Wealth Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.