Cypress Financial Planning
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Cypress Financial Planning’s Eli Lilly LLY Stock Holding History

Cypress Financial Planning’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
Q3 		– Sell
-169
Closed -$203K – 109
2026
Q2 		$203K Buy
+169
New +$173K 0.05% 109

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cypress Financial Planning's LLY Position: Q3 2026 in Review

Cypress Financial Planning sold out of Eli Lilly (LLY) in Q3 2026, closing a stake of 169 shares — an estimated $203K sold.

Cypress Financial Planning first reported a position in LLY in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 2,420 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Cypress Financial Planning reported no remaining Eli Lilly position as of Q3 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 169 Eli Lilly shares in Q3 2026, an estimated $203K.
  • Cypress Financial Planning first reported a position in Eli Lilly in Q2 2026 and held it in 1 quarter.
  • Cypress Financial Planning's Eli Lilly position peaked at $203K in Q2 2026.
  • 2,420 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.