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CVA Family Office’s Eli Lilly LLY Stock Holding History

CVA Family Office’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 		$3.69M Buy
3,076
+30
+1% +$30.7K 0.33% 53
2026
Q1 		$2.8M Buy
3,046
+274
+10% +$278K 0.3% 60
2025
Q4 		$2.98M Buy
2,772
+19
+0.7% +$18.2K 0.34% 53
2025
Q3 		$2.1M Sell
2,753
-29
-1% -$21.6K 0.27% 63
2025
Q2 		$2.17M Sell
2,782
-123
-4% -$95.6K 0.3% 58
2025
Q1 		$2.4M Buy
2,905
+192
+7% +$160K 0.37% 54
2024
Q4 		$2.09M Buy
2,713
+104
+4% +$86.1K 0.33% 57
2024
Q3 		$2.31M Buy
2,609
+60
+2% +$53.9K 0.38% 52
2024
Q2 		$2.31M Buy
2,549
+33
+1% +$26.4K 0.42% 44
2024
Q1 		$1.96M Buy
2,516
+6
+0.2% +$4.27K 0.35% 50
2023
Q4 		$1.46M Hold
2,510
– – 0.29% 55
2023
Q3 		$1.35M Buy
2,510
+92
+4% +$47.4K 0.31% 60
2023
Q2 		$1.13M Buy
2,418
+88
+4% +$36.9K 0.24% 72
2023
Q1 		$800K Sell
2,330
-241
-9% -$81.3K 0.18% 84
2022
Q4 		$941K Buy
2,571
+166
+7% +$58.9K 0.23% 71
2022
Q3 		$778K Buy
2,405
+55
+2% +$17.4K 0.21% 80
2022
Q2 		$762K Buy
2,350
+69
+3% +$20.7K 0.21% 79
2022
Q1 		$653K Buy
2,281
+90
+4% +$23.2K 0.16% 89
2021
Q4 		$605K Buy
2,191
+1,105
+102% +$280K 0.15% 92
2021
Q3 		$161K Sell
1,086
-1,055
-49% -$260K 0.12% 95
2021
Q2 		$491K Buy
2,141
+245
+13% +$49.2K 0.14% 97
2021
Q1 		$354K Buy
1,896
+510
+37% +$99.8K 0.13% 94
2020
Q4 		$234K Buy
1,386
+300
+28% +$44.8K 0.14% 92
2020
Q3 		$161K Sell
1,086
-19
-2% -$2.94K 0.12% 95
2020
Q2 		$181K Hold
1,105
– – 0.15% 88
2020
Q1 		$153K Sell
1,105
-3,200
-74% -$440K 0.16% 84
2019
Q4 		$566K Buy
+4,305
New +$499K 0.52% 39

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 $3.38T AUM 44.17% 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

CVA Family Office's LLY Position: Q2 2026 in Review

CVA Family Office increased its Eli Lilly (LLY) stake by 0.98% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,076 shares worth $3.69M. The position accounts for 0.33% of the portfolio, ranked #53.

CVA Family Office first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • CVA Family Office held 3,076 shares of Eli Lilly worth $3.69M as of Q2 2026.
  • CVA Family Office bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
  • Eli Lilly made up 0.33% of CVA Family Office's portfolio in Q2 2026, its #53 holding.
  • CVA Family Office first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.