Cornerstone Advisory
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Cornerstone Advisory’s Eli Lilly LLY Stock Holding History

Cornerstone Advisory’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 		$3.33M Buy
2,881
+30
+1% +$35.4K 0.26% 65
2026
Q2 		$3.42M Buy
2,851
+126
+5% +$129K 0.28% 59
2026
Q1 		$2.51M Buy
2,725
+59
+2% +$59.8K 0.24% 67
2025
Q4 		$2.86M Buy
2,666
+40
+2% +$38.2K 0.27% 61
2025
Q3 		$2M Buy
2,626
+35
+1% +$26K 0.2% 69
2025
Q2 		$2.02M Buy
2,591
+15
+0.6% +$11.7K 0.22% 64
2025
Q1 		$2M Buy
2,576
+45
+2% +$37.4K 0.23% 64
2024
Q4 		$2.14M Sell
2,531
-14
-0.6% -$11.6K 0.24% 63
2024
Q3 		$2.25M Buy
2,545
+14
+0.6% +$12.6K 0.3% 60
2024
Q2 		$2.29M Buy
2,531
+94
+4% +$75.2K 0.32% 56
2024
Q1 		$1.9M Buy
2,437
+496
+26% +$353K 0.27% 61
2023
Q4 		$1.13M Buy
1,941
+209
+12% +$122K 0.18% 75
2023
Q3 		$931K Buy
1,732
+50
+3% +$25.8K 0.16% 84
2023
Q2 		$789K Buy
1,682
+35
+2% +$14.7K 0.14% 97
2023
Q1 		$566K Buy
1,647
+162
+11% +$54.6K 0.1% 122
2022
Q4 		$543K Buy
1,485
+317
+27% +$112K 0.11% 121
2022
Q3 		$378K Hold
1,168
– – 0.08% 135
2022
Q2 		$379K Sell
1,168
-1,556
-57% -$467K 0.09% 133
2022
Q1 		$780K Buy
2,724
+738
+37% +$190K 0.12% 132
2021
Q4 		$549K Sell
1,986
-985
-33% -$250K 0.08% 168
2021
Q3 		$686K Hold
2,971
– – 0.11% 143
2021
Q2 		$681K Hold
2,971
– – 0.11% 136
2021
Q1 		$556K Buy
2,971
+1,100
+59% +$215K 0.11% 143
2020
Q4 		$316K Sell
1,871
-84
-4% -$12.5K 0.06% 168
2020
Q3 		$289K Hold
1,955
– – 0.07% 153
2020
Q2 		$321K Buy
1,955
+200
+11% +$30.7K 0.08% 137
2020
Q1 		$243K Hold
1,755
– – 0.07% 135
2019
Q4 		$231K Buy
+1,755
New +$203K 0.05% 153

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Advisory's LLY Position: Q3 2026 in Review

Cornerstone Advisory increased its Eli Lilly (LLY) stake by 1.1% in Q3 2026, buying an estimated $35.4K and bringing the position to 2,881 shares worth $3.33M. The position accounts for 0.26% of the portfolio, ranked #65.

Cornerstone Advisory first reported a position in LLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q2 2026. 2,903 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Cornerstone Advisory held 2,881 shares of Eli Lilly worth $3.33M as of Q3 2026.
  • Cornerstone Advisory bought 30 Eli Lilly shares in Q3 2026, an estimated $35.4K.
  • Eli Lilly made up 0.26% of Cornerstone Advisory's portfolio in Q3 2026, its #65 holding.
  • Cornerstone Advisory first reported a position in Eli Lilly in Q4 2019 and has held it in 28 quarters since.
  • Cornerstone Advisory's Eli Lilly position peaked at $3.42M in Q2 2026.
  • 2,903 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.