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CWS Financial Advisors’s Eli Lilly LLY Stock Holding History

CWS Financial 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
Q1 		$697K Buy
758
+265
+54% +$269K 0.18% 76
2025
Q4 		$530K Sell
493
-49
-9% -$46.9K 0.14% 89
2025
Q3 		$414K Sell
542
-177
-25% -$132K 0.11% 99
2025
Q2 		$561K Hold
719
– – 0.16% 73
2025
Q1 		$594K Buy
719
+2
+0.3% +$1.66K 0.19% 62
2024
Q4 		$554K Sell
717
-483
-40% -$400K 0.18% 59
2024
Q3 		$1.06M Buy
1,200
+82
+7% +$73.7K 0.38% 30
2024
Q2 		$1.01M Sell
1,118
-45
-4% -$36K 0.4% 28
2024
Q1 		$905K Sell
1,163
-713
-38% -$507K 0.37% 28
2023
Q4 		$1.09M Hold
1,876
– – 0.41% 35
2023
Q3 		$1.01M Sell
1,876
-100
-5% -$51.5K 0.4% 36
2023
Q2 		$927K Sell
1,976
-100
-5% -$41.9K 0.35% 46
2023
Q1 		$713K Buy
2,076
+388
+23% +$131K 0.28% 58
2022
Q4 		$315K Buy
1,688
+5
+0.3% +$1.77K 0.14% 102
2022
Q3 		$544K Sell
1,683
-67
-4% -$21.2K 0.26% 66
2022
Q2 		$567K Buy
1,750
+38
+2% +$11.4K 0.26% 73
2022
Q1 		$490K Buy
1,712
+8
+0.5% +$2.06K 0.19% 85
2021
Q4 		$471K Buy
+1,704
New +$432K 0.17% 94
2021
Q2 		$387K Sell
1,687
-1
-0.1% -$201 0.15% 97
2021
Q1 		$315K Buy
1,688
+383
+29% +$74.9K 0.14% 102
2020
Q4 		$220K Sell
1,305
-220
-14% -$32.8K 0.13% 123
2020
Q3 		$226K Sell
1,525
-520
-25% -$80.5K 0.15% 113
2020
Q2 		$336K Buy
2,045
+418
+26% +$64.2K 0.24% 88
2020
Q1 		$214K Hold
1,627
– – 0.16% 115
2019
Q4 		$214K Buy
+1,627
New +$189K 0.16% 115

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

CWS Financial Advisors's LLY Position: Q1 2026 in Review

CWS Financial Advisors increased its Eli Lilly (LLY) stake by 54% in Q1 2026, buying an estimated $269K and bringing the position to 758 shares worth $697K. The position accounts for 0.18% of the portfolio, ranked #76.

CWS Financial Advisors first reported a position in LLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • CWS Financial Advisors held 758 shares of Eli Lilly worth $697K as of Q1 2026.
  • CWS Financial Advisors bought 265 Eli Lilly shares in Q1 2026, an estimated $269K.
  • Eli Lilly made up 0.18% of CWS Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • CWS Financial Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Eli Lilly position peaked at $1.09M in Q4 2023.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.