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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CJM Wealth Advisers's LLY Position: Q2 2026 in Review

CJM Wealth Advisers increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $9.2K and bringing the position to 730 shares worth $876K. The position accounts for 0.23% of the portfolio, ranked #38.

CJM Wealth Advisers first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 1,102 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CJM Wealth Advisers held 730 shares of Eli Lilly worth $876K as of Q2 2026.
  • CJM Wealth Advisers bought 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
  • Eli Lilly made up 0.23% of CJM Wealth Advisers's portfolio in Q2 2026, its #38 holding.
  • CJM Wealth Advisers first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.