CM Wealth Advisors’s Eli Lilly LLY Stock Holding History

CM Wealth Advisors’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	$2.35M	Sell	2,558 -366	-13%	-$371K	0.5%	26
2025 Q4	$3.14M	Buy	2,924 +1,224	+72%	+$1.17M	0.71%	17
2025 Q3	$1.3M	Hold	1,700	–	–	0.34%	27
2025 Q2	$1.33M	Hold	1,700	–	–	0.39%	25
2025 Q1	$1.4M	Hold	1,700	–	–	0.45%	23
2024 Q4	$1.31M	Hold	1,700	–	–	0.43%	22
2024 Q3	$1.51M	Buy	+1,700	New	+$1.53M	0.49%	21
2024 Q1	–	Sell	-1,200	Closed	-$700K	–	189
2023 Q4	$700K	Hold	1,200	–	–	0.3%	27
2023 Q3	$734K	Sell	1,200 -711	-37%	-$366K	0.28%	27
2023 Q2	$876K	Buy	+1,911	New	+$801K	0.29%	36
2023 Q1	–	Sell	-1,200	Closed	-$439K	–	429
2022 Q4	$439K	Hold	1,200	–	–	0.22%	44
2022 Q3	$388M	Hold	1,200	–	–	0.22%	48
2022 Q2	$389K	Buy	+1,200	New	+$360K	0.24%	50

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CM Wealth Advisors's LLY Position: Q1 2026 in Review

CM Wealth Advisors reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $371K and leaving 2,558 shares worth $2.35M. The position accounts for 0.5% of the portfolio, ranked #26.

CM Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 13 quarters since. The position peaked at $388M in Q3 2022. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

CM Wealth Advisors held 2,558 shares of Eli Lilly worth $2.35M as of Q1 2026.
CM Wealth Advisors sold 366 Eli Lilly shares in Q1 2026, an estimated $371K.
Eli Lilly made up 0.5% of CM Wealth Advisors's portfolio in Q1 2026, its #26 holding.
CM Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 13 quarters since.
CM Wealth Advisors's Eli Lilly position peaked at $388M in Q3 2022.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.