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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
2020
Q4 		– Sell
-1,970
Closed -$292K – 413
2020
Q3 		$292K Buy
+1,970
New +$305K 0.07% 197

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. 1,406 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.
  • 1,406 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.