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 Q2	$2.86M	Sell	2,386 -172	-7%	-$176K	0.52%	24
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	$388K	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 $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CM Wealth Advisors's LLY Position: Q2 2026 in Review

CM Wealth Advisors reduced its Eli Lilly (LLY) stake by 6.7% in Q2 2026, selling an estimated $176K and leaving 2,386 shares worth $2.86M. The position accounts for 0.52% of the portfolio, ranked #24.

CM Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.14M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

CM Wealth Advisors held 2,386 shares of Eli Lilly worth $2.86M as of Q2 2026.
CM Wealth Advisors sold 172 Eli Lilly shares in Q2 2026, an estimated $176K.
Eli Lilly made up 0.52% of CM Wealth Advisors's portfolio in Q2 2026, its #24 holding.
CM Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
CM Wealth Advisors's Eli Lilly position peaked at $3.14M in Q4 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.