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Broadwater Capital’s Eli Lilly LLY Stock Holding History

Broadwater Capital’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
2025
Q1 		– Sell
-50
Closed -$38.8K – 227
2024
Q4 		$38.8K Hold
50
– – 0.03% 117
2024
Q3 		$44.5K Hold
50
– – 0.03% 121
2024
Q2 		$45.4K Hold
50
– – 0.04% 122
2024
Q1 		$39K Hold
50
– – 0.03% 125
2023
Q4 		$29.1K Buy
+50
New +$29.2K 0.02% 133

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Broadwater Capital's LLY Position: Q1 2025 in Review

Broadwater Capital sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 50 shares — an estimated $38.8K sold.

Broadwater Capital first reported a position in LLY in Q4 2023 and held it in 5 quarters. The position peaked at $45.4K in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Broadwater Capital reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Broadwater Capital sold 50 Eli Lilly shares in Q1 2025, an estimated $38.8K.
  • Broadwater Capital first reported a position in Eli Lilly in Q4 2023 and held it in 5 quarters.
  • Broadwater Capital's Eli Lilly position peaked at $45.4K in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Broadwater Capital's 13F filing for Q1 2025, filed 31 Oct 2025.