SEC 13F Intelligence

Cfm Wealth Partners LLC / LLY

Cfm Wealth Partners LLC’s Eli Lilly & Co Position

Does Cfm Wealth Partners LLC own Eli Lilly & Co (LLY)? Yes11.0K shares worth $10M (+1.52% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
11.0K
% of Portfolio
+1.52%
Quarters Held
26
currently held

Position History LLY

Reported value by quarter
Q4 ’19: $453,000Q4 ’19Q1 ’20: $442,000Q2 ’20: $522,000Q3 ’20: $387,000Q4 ’20: $442,000Q4 ’20Q1 ’21: $489,000Q2 ’21: $600,000Q3 ’21: $599,000Q4 ’21: $762,000Q4 ’21Q1 ’22: $794,000Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $6MQ2 ’24: $9MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $8MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.0K$10M+1.52%
Q4 20259.9K$11M+1.54%
Q3 202510.6K$8M+1.18%
Q2 202511.3K$9M+1.40%
Q1 202512.7K$10M+1.85%
Q4 202412.4K$10M+1.61%
Q3 202412.2K$11M+1.89%
Q2 20249.4K$9M+1.56%
Q1 20247.8K$6M+1.22%
Q4 20234.6K$3M+0.60%
Q3 20234.0K$2M+0.56%
Q2 20233.9K$2M+0.45%
Q1 20234.0K$1M+0.37%
Q4 20224.0K$1M+0.44%
Q3 20224.0K$1M+0.42%
Q2 20223.1K$1M+0.31%
Q1 20222.8K$794,000+0.19%
Q4 20212.8K$762,000+0.17%
Q3 20212.6K$599,000+0.15%
Q2 20212.6K$600,000+0.16%
Q1 20212.6K$489,000+0.15%
Q4 20202.6K$442,000+0.14%
Q3 20202.6K$387,000+0.14%
Q2 20203.2K$522,000+0.20%
Q1 20203.2K$442,000+0.21%
Q4 20193.2K$453,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cfm Wealth Partners LLC’s full portfolio or all institutional holders of LLY.