CIS
LLY icon

Custom Index Systems’s Eli Lilly LLY Stock Holding History

Custom Index Systems’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 		$287K Buy
239
+5
+2% +$5.11K 0.1% 210
2026
Q1 		$215K Buy
234
+16
+7% +$16.2K 0.09% 237
2025
Q4 		$234K Sell
218
-87
-29% -$83.2K 0.1% 221
2025
Q3 		$233K Buy
+305
New +$227K 0.07% 247
2025
Q1 		– Sell
-277
Closed -$214K – 316
2024
Q4 		$214K Sell
277
-19
-6% -$15.7K 0.11% 231
2024
Q3 		$262K Buy
296
+43
+17% +$38.7K 0.14% 202
2024
Q2 		$229K Sell
253
-600
-70% -$480K 0.13% 216
2024
Q1 		$664K Sell
853
-33
-4% -$23.5K 0.38% 58
2023
Q4 		$516K Buy
+886
New +$517K 0.32% 74

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

Custom Index Systems's LLY Position: Q2 2026 in Review

Custom Index Systems increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $5.11K and bringing the position to 239 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #210.

Custom Index Systems first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $664K in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Custom Index Systems held 239 shares of Eli Lilly worth $287K as of Q2 2026.
  • Custom Index Systems bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.1% of Custom Index Systems's portfolio in Q2 2026, its #210 holding.
  • Custom Index Systems first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
  • Custom Index Systems's Eli Lilly position peaked at $664K in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.