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 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 $108B AUM 53.87% 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

Cooper/Haims Advisors's LLY Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Eli Lilly (LLY) stake by 10% in Q1 2026, buying an estimated $30.4K and bringing the position to 330 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #67.

Cooper/Haims Advisors first reported a position in LLY in Q3 2023 and has held it in 8 quarters since. The position peaked at $488K in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cooper/Haims Advisors held 330 shares of Eli Lilly worth $304K as of Q1 2026.
Cooper/Haims Advisors bought 30 Eli Lilly shares in Q1 2026, an estimated $30.4K.
Eli Lilly made up 0.14% of Cooper/Haims Advisors's portfolio in Q1 2026, its #67 holding.
Cooper/Haims Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 8 quarters since.
Cooper/Haims Advisors's Eli Lilly position peaked at $488K in Q1 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.