CPWA LLC’s Eli Lilly LLY Stock Holding History

CPWA LLC’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	$718K	Hold	598	–	–	0.83%	31
2026 Q1	$578K	Buy	+598	New	+$606K	0.69%	35

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

CPWA LLC's LLY Position: Q2 2026 in Review

CPWA LLC held its Eli Lilly (LLY) position steady in Q2 2026 at 598 shares worth $718K. The position accounts for 0.83% of the portfolio, ranked #31.

CPWA LLC first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 4,596 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

CPWA LLC held 598 shares of Eli Lilly worth $718K as of Q2 2026.
CPWA LLC left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.83% of CPWA LLC's portfolio in Q2 2026, its #31 holding.
CPWA LLC first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
4,596 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.