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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
Q2 		$203K Buy
+169
New +$173K 0.05% 109

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Financial Planning's LLY Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Eli Lilly (LLY) in Q2 2026: 169 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cypress Financial Planning held 169 shares of Eli Lilly worth $203K as of Q2 2026.
  • Eli Lilly was a new Cypress Financial Planning position in Q2 2026.
  • Eli Lilly made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #109 holding.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.