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Cresset Asset Management’s Eli Lilly LLY Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-260,000
Closed -$122M – 1902
2023
Q2 		$122M Buy
+260,000
New +$109M 0.15% 49

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

Cresset Asset Management's LLY Position: Q2 2026 in Review

Cresset Asset Management increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $7.17M and bringing the position to 59,006 shares worth $70.8M. The position accounts for 0.26% of the portfolio, ranked #65.

Cresset Asset Management first reported a position in LLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $119M in Q2 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cresset Asset Management held 59,006 shares of Eli Lilly worth $70.8M as of Q2 2026.
  • Cresset Asset Management bought 7,017 Eli Lilly shares in Q2 2026, an estimated $7.17M.
  • Eli Lilly made up 0.26% of Cresset Asset Management's portfolio in Q2 2026, its #65 holding.
  • Cresset Asset Management first reported a position in Eli Lilly in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Eli Lilly position peaked at $119M in Q2 2024.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.