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Cumberland Partners’s Eli Lilly LLY Stock Holding History

Cumberland Partners’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
Q1 		$33.3M Buy
36,235
+2,110
+6% +$2.14M 2.53% 12
2025
Q4 		$36.7M Buy
34,125
+2,250
+7% +$2.15M 2.25% 15
2025
Q3 		$24.3M Sell
31,875
-4,727
-13% -$3.52M 1.59% 21
2025
Q2 		$28.5M Buy
36,602
+1,373
+4% +$1.07M 1.98% 17
2025
Q1 		$29.1M Buy
35,229
+11,956
+51% +$9.95M 2.24% 17
2024
Q4 		$18M Buy
23,273
+1,289
+6% +$1.07M 1.25% 26
2024
Q3 		$19.5M Buy
21,984
+13,942
+173% +$12.5M 1.35% 25
2024
Q2 		$7.28M Buy
8,042
+1,210
+18% +$968K 0.53% 43
2024
Q1 		$5.32M Sell
6,832
-1,193
-15% -$849K 0.39% 52
2023
Q4 		$4.61M Sell
8,025
-4,220
-34% -$2.46M 0.42% 54
2023
Q3 		$6.58M Sell
12,245
-278
-2% -$143K 0.63% 33
2023
Q2 		$5.87M Buy
12,523
+7,070
+130% +$2.96M 0.54% 41
2023
Q1 		$1.87M Sell
5,453
-14,050
-72% -$4.74M 0.18% 86
2022
Q4 		$7.13M Sell
19,503
-3,530
-15% -$1.25M 0.75% 28
2022
Q3 		$7.45M Buy
23,033
+2,000
+10% +$634K 0.79% 32
2022
Q2 		$6.82M Buy
21,033
+325
+2% +$97.6K 0.65% 39
2022
Q1 		$5.93M Buy
20,708
+12,115
+141% +$3.12M 0.45% 52
2021
Q4 		$2.37M Buy
+8,593
New +$2.18M 0.17% 93
2021
Q1 		– Sell
-7,545
Closed -$1.27M – 188
2020
Q4 		$1.27M Buy
7,545
+2,250
+42% +$336K 0.11% 106
2020
Q3 		$784K Buy
+5,295
New +$819K 0.08% 112
2020
Q2 		– Sell
-5,490
Closed -$762K – 165
2020
Q1 		$762K Sell
5,490
-1,900
-26% -$261K 0.09% 108
2019
Q4 		$971K Sell
7,390
-65
-0.9% -$7.53K 0.09% 116
2019
Q3 		$834K Buy
7,455
+1,865
+33% +$208K 0.08% 111
2019
Q2 		$619K Sell
5,590
-562
-9% -$66.2K 0.06% 126
2019
Q1 		$798K Buy
6,152
+1,332
+28% +$162K 0.08% 114
2018
Q4 		$558K Buy
4,820
+920
+24% +$103K 0.06% 125
2018
Q3 		$419K Hold
3,900
– – 0.04% 148
2018
Q2 		$333K Buy
+3,900
New +$320K 0.03% 167

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cumberland Partners's LLY Position: Q1 2026 in Review

Cumberland Partners increased its Eli Lilly (LLY) stake by 6.2% in Q1 2026, buying an estimated $2.14M and bringing the position to 36,235 shares worth $33.3M. The position accounts for 2.53% of the portfolio, ranked #12.

Cumberland Partners first reported a position in LLY in Q2 2018 and has held it in 28 quarters since. The position peaked at $36.7M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cumberland Partners held 36,235 shares of Eli Lilly worth $33.3M as of Q1 2026.
  • Cumberland Partners bought 2,110 Eli Lilly shares in Q1 2026, an estimated $2.14M.
  • Eli Lilly made up 2.53% of Cumberland Partners's portfolio in Q1 2026, its #12 holding.
  • Cumberland Partners first reported a position in Eli Lilly in Q2 2018 and has held it in 28 quarters since.
  • Cumberland Partners's Eli Lilly position peaked at $36.7M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.