CJM Wealth Advisers
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CJM Wealth Advisers’s Eli Lilly LLY Stock Holding History

CJM Wealth Advisers’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 		$910K Buy
786
+56
+8% +$66.1K 0.24% 39
2026
Q2 		$876K Buy
730
+9
+1% +$9.2K 0.23% 38
2026
Q1 		$663K Buy
721
+14
+2% +$14.2K 0.2% 38
2025
Q4 		$760K Sell
707
-5
-0.7% -$4.78K 0.23% 35
2025
Q3 		$543K Buy
712
+5
+0.7% +$3.72K 0.17% 45
2025
Q2 		$551K Hold
707
– – 0.18% 40
2025
Q1 		$584K Hold
707
– – 0.21% 36
2024
Q4 		$546K Sell
707
-25
-3% -$20.7K 0.18% 37
2024
Q3 		$649K Buy
+732
New +$658K 0.22% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CJM Wealth Advisers's LLY Position: Q3 2026 in Review

CJM Wealth Advisers increased its Eli Lilly (LLY) stake by 7.7% in Q3 2026, buying an estimated $66.1K and bringing the position to 786 shares worth $910K. The position accounts for 0.24% of the portfolio, ranked #39.

CJM Wealth Advisers first reported a position in LLY in Q3 2024 and has held it in 9 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • CJM Wealth Advisers held 786 shares of Eli Lilly worth $910K as of Q3 2026.
  • CJM Wealth Advisers bought 56 Eli Lilly shares in Q3 2026, an estimated $66.1K.
  • Eli Lilly made up 0.24% of CJM Wealth Advisers's portfolio in Q3 2026, its #39 holding.
  • CJM Wealth Advisers first reported a position in Eli Lilly in Q3 2024 and has held it in 9 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.