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Cypress Wealth Services’s Eli Lilly LLY Stock Holding History

Cypress Wealth Services’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 		$2.87M Sell
2,396
-20
-0.8% -$20.4K 0.35% 58
2026
Q1 		$2.22M Sell
2,416
-215
-8% -$218K 0.31% 67
2025
Q4 		$2.83M Sell
2,631
-22
-0.8% -$21K 0.39% 54
2025
Q3 		$2.02M Buy
2,653
+276
+12% +$205K 0.33% 60
2025
Q2 		$1.85M Buy
2,377
+97
+4% +$75.4K 0.33% 61
2025
Q1 		$1.88M Buy
2,280
+132
+6% +$110K 0.38% 56
2024
Q4 		$1.66M Buy
2,148
+83
+4% +$68.7K 0.33% 59
2024
Q3 		$1.83M Sell
2,065
-71
-3% -$63.8K 0.38% 55
2024
Q2 		$1.93M Buy
2,136
+370
+21% +$296K 0.43% 55
2024
Q1 		$1.37M Buy
1,766
+106
+6% +$75.4K 0.32% 66
2023
Q4 		$968K Buy
1,660
+50
+3% +$29.2K 0.24% 75
2023
Q3 		$865K Hold
1,610
– – 0.24% 84
2023
Q2 		$720K Hold
1,610
– – 0.19% 101
2023
Q1 		$553K Buy
1,610
+1
+0.1% +$337 0.16% 109
2022
Q4 		$589K Buy
1,609
+36
+2% +$12.8K 0.19% 100
2022
Q3 		$514K Hold
1,573
– – 0.17% 110
2022
Q2 		$510K Sell
1,573
-20
-1% -$6K 0.16% 112
2022
Q1 		$456K Buy
1,593
+21
+1% +$5.41K 0.12% 132
2021
Q4 		$434K Buy
1,572
+1
+0.1% +$254 0.12% 136
2021
Q3 		$363K Sell
1,571
-375
-19% -$92.6K 0.11% 147
2021
Q2 		$447K Buy
1,946
+433
+29% +$87K 0.12% 151
2021
Q1 		$283K Sell
1,513
-549
-27% -$107K 0.06% 230
2020
Q4 		$348K Buy
+2,062
New +$308K 0.08% 185
2020
Q3 		– Sell
-1,968
Closed -$305K – 398
2020
Q2 		$323K Buy
1,968
+2
+0.1% +$307 0.08% 193
2020
Q1 		$273K Buy
1,966
+201
+11% +$27.6K 0.08% 190
2019
Q4 		$232K Sell
1,765
-168
-9% -$19.5K 0.06% 219
2019
Q3 		$216K Buy
1,933
+103
+6% +$11.5K 0.06% 224
2019
Q2 		$203K Buy
+1,830
New +$216K 0.06% 245

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Cypress Wealth Services's LLY Position: Q2 2026 in Review

Cypress Wealth Services reduced its Eli Lilly (LLY) stake by 0.83% in Q2 2026, selling an estimated $20.4K and leaving 2,396 shares worth $2.87M. The position accounts for 0.35% of the portfolio, ranked #58.

Cypress Wealth Services first reported a position in LLY in Q2 2019 and has held it in 28 quarters since. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cypress Wealth Services held 2,396 shares of Eli Lilly worth $2.87M as of Q2 2026.
  • Cypress Wealth Services sold 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.35% of Cypress Wealth Services's portfolio in Q2 2026, its #58 holding.
  • Cypress Wealth Services first reported a position in Eli Lilly in Q2 2019 and has held it in 28 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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