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 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 $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

Cooper/Haims Advisors's LLY Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its Eli Lilly (LLY) stake by 5.5% in Q2 2026, selling an estimated $18.4K and leaving 312 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #64.

Cooper/Haims Advisors first reported a position in LLY in Q3 2023 and has held it in 9 quarters since. The position peaked at $488K in Q1 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Cooper/Haims Advisors held 312 shares of Eli Lilly worth $374K as of Q2 2026.
Cooper/Haims Advisors sold 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
Eli Lilly made up 0.16% of Cooper/Haims Advisors's portfolio in Q2 2026, its #64 holding.
Cooper/Haims Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 9 quarters since.
Cooper/Haims Advisors's Eli Lilly position peaked at $488K in Q1 2024.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.