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Cornerstone Wealth Group’s Eli Lilly LLY Stock Holding History

Cornerstone Wealth Group’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 		$11.9M Sell
9,903
-131
-1% -$134K 0.7% 34
2026
Q1 		$9.06M Sell
10,034
-3,079
-23% -$3.12M 0.58% 43
2025
Q4 		$14.1M Buy
13,113
+323
+3% +$309K 0.96% 23
2025
Q3 		$9.76M Buy
12,790
+129
+1% +$96K 0.66% 36
2025
Q2 		$9.87M Buy
12,661
+128
+1% +$99.5K 0.74% 33
2025
Q1 		$10.4M Sell
12,533
-115
-0.9% -$95.7K 0.86% 31
2024
Q4 		$9.76M Buy
12,648
+85
+0.7% +$70.4K 0.8% 30
2024
Q3 		$11.1M Buy
12,563
+324
+3% +$291K 0.92% 24
2024
Q2 		$11.1M Buy
12,239
+257
+2% +$206K 0.99% 24
2024
Q1 		$9.32M Sell
11,982
-1,658
-12% -$1.18M 0.86% 29
2023
Q4 		$7.95M Buy
13,640
+195
+1% +$114K 1.14% 19
2023
Q3 		$7.22M Sell
13,445
-5,646
-30% -$2.91M 1.28% 17
2023
Q2 		$8.95M Buy
19,091
+146
+0.8% +$61.2K 1.62% 14
2023
Q1 		$6.51M Sell
18,945
-1,201
-6% -$405K 1.16% 21
2022
Q4 		$7.37M Sell
20,146
-330
-2% -$117K 1.39% 15
2022
Q3 		$6.62M Sell
20,476
-1,544
-7% -$489K 1.46% 15
2022
Q2 		$7.14M Buy
22,020
+6,988
+46% +$2.1M 1.49% 16
2022
Q1 		$4.3M Buy
15,032
+1,098
+8% +$283K 0.79% 39
2021
Q4 		$3.85M Buy
+13,934
New +$3.53M 0.66% 52

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Group's LLY Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $134K and leaving 9,903 shares worth $11.9M. The position accounts for 0.7% of the portfolio, ranked #34.

Cornerstone Wealth Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cornerstone Wealth Group held 9,903 shares of Eli Lilly worth $11.9M as of Q2 2026.
  • Cornerstone Wealth Group sold 131 Eli Lilly shares in Q2 2026, an estimated $134K.
  • Eli Lilly made up 0.7% of Cornerstone Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Cornerstone Wealth Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Cornerstone Wealth Group's Eli Lilly position peaked at $14.1M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.