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CMH Wealth Management’s Eli Lilly LLY Stock Holding History

CMH 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 		$17.3M Buy
14,385
+308
+2% +$315K 2.63% 10
2026
Q1 		$12.9M Sell
14,077
-234
-2% -$237K 2.22% 12
2025
Q4 		$15.4M Sell
14,311
-465
-3% -$445K 3.29% 8
2025
Q3 		$11.3M Buy
14,776
+2,314
+19% +$1.72M 2.4% 13
2025
Q2 		$9.71M Buy
12,462
+165
+1% +$128K 2.26% 14
2025
Q1 		$10.2M Sell
12,297
-1,575
-11% -$1.31M 2.54% 11
2024
Q4 		$10.7M Buy
13,872
+552
+4% +$457K 2.45% 11
2024
Q3 		$11.8M Sell
13,320
-367
-3% -$330K 2.78% 9
2024
Q2 		$12.4M Buy
13,687
+102
+0.8% +$81.6K 3.05% 8
2024
Q1 		$10.6M Sell
13,585
-1,778
-12% -$1.27M 2.69% 11
2023
Q4 		$8.96M Sell
15,363
-190
-1% -$111K 2.17% 18
2023
Q3 		$8.35M Sell
15,553
-9,135
-37% -$4.71M 2.34% 17
2023
Q2 		$11.6M Buy
24,688
+373
+2% +$156K 3.11% 9
2023
Q1 		$8.35M Buy
24,315
+10,512
+76% +$3.55M 2.41% 15
2022
Q4 		$5.05M Sell
13,803
-101
-0.7% -$35.8K 1.62% 27
2022
Q3 		$4.5M Buy
13,904
+379
+3% +$120K 1.65% 24
2022
Q2 		$4.38M Sell
13,525
-6,660
-33% -$2M 1.59% 22
2022
Q1 		$5.78M Buy
20,185
+228
+1% +$58.7K 1.78% 17
2021
Q4 		$5.51M Buy
19,957
+253
+1% +$64.1K 1.66% 20
2021
Q3 		$4.55M Buy
19,704
+298
+2% +$73.5K 1.49% 26
2021
Q2 		$4.45M Buy
19,406
+1,530
+9% +$307K 1.49% 26
2021
Q1 		$3.34M Buy
17,876
+1,288
+8% +$252K 1.26% 32
2020
Q4 		$2.8M Buy
16,588
+368
+2% +$54.9K 1.03% 37
2020
Q3 		$2.4M Buy
16,220
+1,750
+12% +$271K 1.03% 35
2020
Q2 		$2.38M Sell
14,470
-969
-6% -$149K 1.13% 36
2020
Q1 		$2.14M Buy
15,439
+1,698
+12% +$233K 1.25% 36
2019
Q4 		$1.81M Buy
13,741
+130
+1% +$15.1K 0.93% 46
2019
Q3 		$1.52M Buy
13,611
+735
+6% +$81.8K 0.86% 47
2019
Q2 		$1.43M Sell
12,876
-470
-4% -$55.3K 0.84% 45
2019
Q1 		$1.73M Sell
13,346
-3,045
-19% -$370K 1.05% 44
2018
Q4 		$1.9M Sell
16,391
-1,692
-9% -$189K 1.14% 37
2018
Q3 		$1.95M Buy
18,083
+270
+2% +$27K 1.02% 38
2018
Q2 		$1.53M Buy
17,813
+235
+1% +$19.3K 0.87% 41
2018
Q1 		$1.33M Buy
17,578
+490
+3% +$39.4K 0.9% 44
2017
Q4 		$1.45M Buy
17,088
+25
+0.1% +$2.13K 0.96% 41
2017
Q3 		$1.47M Sell
17,063
-25
-0.1% -$2.05K 1.09% 35
2017
Q2 		$1.41M Sell
17,088
-55
-0.3% -$4.49K 1.13% 36
2017
Q1 		$1.48M Sell
17,143
-47
-0.3% -$3.76K 1.16% 36
2016
Q4 		$1.32M Buy
+17,190
New +$1.28M 1.15% 36

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

CMH Wealth Management increased its Eli Lilly (LLY) stake by 2.2% in Q2 2026, buying an estimated $315K and bringing the position to 14,385 shares worth $17.3M. The position accounts for 2.63% of the portfolio, ranked #10.

CMH Wealth Management first reported a position in LLY in Q4 2016 and has held it in 39 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CMH Wealth Management held 14,385 shares of Eli Lilly worth $17.3M as of Q2 2026.
  • CMH Wealth Management bought 308 Eli Lilly shares in Q2 2026, an estimated $315K.
  • Eli Lilly made up 2.63% of CMH Wealth Management's portfolio in Q2 2026, its #10 holding.
  • CMH Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 39 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.