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CSM Advisors’s Eli Lilly LLY Stock Holding History

CSM Advisors’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 		$33M Sell
27,478
-1,610
-6% -$1.64M 0.7% 32
2026
Q1 		$26.8M Buy
29,088
+15,949
+121% +$16.2M 0.66% 36
2025
Q4 		$14.1M Buy
13,139
+2,165
+20% +$2.07M 0.38% 74
2025
Q3 		$8.37M Buy
10,974
+9,897
+919% +$7.36M 0.23% 97
2025
Q2 		$839K Buy
1,077
+37
+4% +$28.8K 0.02% 309
2025
Q1 		$859K Sell
1,040
-5
-0.5% -$4.16K 0.05% 99
2024
Q4 		$807K Buy
1,045
+245
+31% +$203K 0.04% 99
2024
Q3 		$708K Sell
800
-422
-35% -$379K 0.05% 105
2024
Q2 		$1.11M Sell
1,222
-140
-10% -$112K 0.08% 97
2024
Q1 		$1.06M Sell
1,362
-200
-13% -$142K 0.07% 104
2023
Q4 		$909K Hold
1,562
– – 0.07% 111
2023
Q3 		$838K Sell
1,562
-850
-35% -$438K 0.07% 104
2023
Q2 		$1.13M Sell
2,412
-1,050
-30% -$440K 0.09% 106
2023
Q1 		$1.19M Hold
3,462
– – 0.1% 95
2022
Q4 		$1.27M Buy
3,462
+50
+1% +$17.7K 0.12% 91
2022
Q3 		$1.1M Sell
3,412
-510
-13% -$162K 0.12% 95
2022
Q2 		$1.27M Sell
3,922
-650
-14% -$195K 0.12% 83
2022
Q1 		$1.31M Sell
4,572
-25
-0.5% -$6.43K 0.09% 92
2021
Q4 		$1.27M Buy
4,597
+90
+2% +$22.8K 0.08% 100
2021
Q3 		$1.04M Hold
4,507
– – 0.08% 101
2021
Q2 		$1.03M Buy
+4,507
New +$905K 0.07% 101

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

CSM Advisors's LLY Position: Q2 2026 in Review

CSM Advisors reduced its Eli Lilly (LLY) stake by 5.5% in Q2 2026, selling an estimated $1.64M and leaving 27,478 shares worth $33M. The position accounts for 0.7% of the portfolio, ranked #32.

CSM Advisors first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CSM Advisors held 27,478 shares of Eli Lilly worth $33M as of Q2 2026.
  • CSM Advisors sold 1,610 Eli Lilly shares in Q2 2026, an estimated $1.64M.
  • Eli Lilly made up 0.7% of CSM Advisors's portfolio in Q2 2026, its #32 holding.
  • CSM Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.