Cooper/Haims Advisors’s Eli Lilly LLY Stock Holding History

Cooper/Haims 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 Q3	$462K	Buy	399 +87	+28%	+$103K	0.2%	58
2026 Q2	$374K	Sell	312 -18	-5%	-$18.4K	0.16%	64
2026 Q1	$304K	Buy	330 +30	+10%	+$30.4K	0.14%	67
2025 Q4	$322K	Buy	300 +19	+7%	+$18.2K	0.15%	65
2025 Q3	$214K	Sell	281 -49	-15%	-$36.5K	0.1%	75
2025 Q2	$257K	Buy	+330	New	+$256K	0.13%	72
2024 Q3	–	Sell	-450	Closed	-$407K	–	87
2024 Q2	$407K	Sell	450 -177	-28%	-$142K	0.23%	45
2024 Q1	$488K	Buy	627 +198	+46%	+$141K	0.28%	40
2023 Q4	$250K	Sell	429 -136	-24%	-$79.4K	0.14%	64
2023 Q3	$303K	Buy	+565	New	+$291K	0.24%	48

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooper/Haims Advisors's LLY Position: Q3 2026 in Review

Cooper/Haims Advisors increased its Eli Lilly (LLY) stake by 28% in Q3 2026, buying an estimated $103K and bringing the position to 399 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #58.

Cooper/Haims Advisors first reported a position in LLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $488K in Q1 2024. 2,398 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Cooper/Haims Advisors held 399 shares of Eli Lilly worth $462K as of Q3 2026.
Cooper/Haims Advisors bought 87 Eli Lilly shares in Q3 2026, an estimated $103K.
Eli Lilly made up 0.2% of Cooper/Haims Advisors's portfolio in Q3 2026, its #58 holding.
Cooper/Haims Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 10 quarters since.
Cooper/Haims Advisors's Eli Lilly position peaked at $488K in Q1 2024.
2,398 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.