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
2025 Q2	–	Sell	-2,500	Closed	-$2.06M	–	1634
2025 Q1	$2.06M	Sell	2,500 -3,000	-55%	-$2.5M	0.01%	531
2024 Q4	$4.25M	Buy	5,500 +3,000	+120%	+$2.48M	0.02%	383
2024 Q3	$2.21M	Hold	2,500	–	–	0.01%	768
2024 Q2	$2.26M	Hold	2,500	–	–	0.01%	668
2024 Q1	$1.94M	Hold	2,500	–	–	0.01%	651
2023 Q4	$1.46M	Sell	2,500 -671,100	-100%	-$392M	0.01%	727
2023 Q3	$362M	Buy	673,600 +323,600	+92%	+$167M	1.4%	11
2023 Q2	$164M	Buy	+350,000	New	+$147M	0.2%	37

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cresset Asset Management's LLY Position: Q1 2026 in Review

Cresset Asset Management reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $8.77M and leaving 51,989 shares worth $47.8M. The position accounts for 0.21% of the portfolio, ranked #78.

Cresset Asset Management first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $119M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cresset Asset Management held 51,989 shares of Eli Lilly worth $47.8M as of Q1 2026.
Cresset Asset Management sold 8,648 Eli Lilly shares in Q1 2026, an estimated $8.77M.
Eli Lilly made up 0.21% of Cresset Asset Management's portfolio in Q1 2026, its #78 holding.
Cresset Asset Management first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Eli Lilly position peaked at $119M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.