Cypress Point Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$764K Buy
637
+259
+69% +$265K 0.16% 64
2026
Q1
$348K Buy
+378
New +$383K 0.07% 81
2024
Q4
Sell
-408
Closed -$361K 73
2024
Q3
$361K Sell
408
-11
-3% -$9.89K 0.14% 63
2024
Q2
$379K Buy
419
+7
+2% +$5.6K 0.18% 58
2024
Q1
$321K Buy
+412
New +$293K 0.16% 60
2021
Q4
Sell
-340
Closed -$79K 100
2021
Q3
$79K Hold
340
0.06% 50
2021
Q2
$78K Buy
+340
New +$68.3K 0.06% 50

Other funds holding LLY

Cypress Point Wealth Management's LLY Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Eli Lilly (LLY) stake by 69% in Q2 2026, buying an estimated $265K and bringing the position to 637 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #64.

Cypress Point Wealth Management first reported a position in LLY in Q2 2021 and has held it in 7 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cypress Point Wealth Management held 637 shares of Eli Lilly worth $764K as of Q2 2026.
  • Cypress Point Wealth Management bought 259 Eli Lilly shares in Q2 2026, an estimated $265K.
  • Eli Lilly made up 0.16% of Cypress Point Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Cypress Point Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 7 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.