COWA LLC’s Eli Lilly LLY Stock Holding History

COWA LLC’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 Q3	$431K	Buy	372 +2	+0.5%	+$2.36K	0.11%	125
2026 Q2	$444K	Sell	370 -101	-21%	-$103K	0.11%	118
2026 Q1	$416K	Sell	471 -152	-24%	-$154K	0.11%	113
2025 Q4	$670K	Buy	623 +341	+121%	+$326K	0.2%	81
2025 Q3	$215K	Hold	282	–	–	0.07%	135
2025 Q2	$220K	Buy	+282	New	+$219K	0.08%	127
2025 Q1	–	Sell	-928	Closed	-$716K	–	129
2024 Q4	$716K	Buy	928 +225	+32%	+$186K	0.33%	59
2024 Q3	$623K	Hold	703	–	–	0.3%	68
2024 Q2	$636K	Hold	703	–	–	0.34%	57
2024 Q1	$547K	Sell	703 -75	-10%	-$53.4K	0.32%	63
2023 Q4	$454K	Sell	778 -16	-2%	-$9.34K	0.28%	67
2023 Q3	$426K	Sell	794 -75	-9%	-$38.6K	0.29%	63
2023 Q2	$408K	Hold	869	–	–	0.27%	65
2023 Q1	$298K	Buy	869 +150	+21%	+$50.6K	0.24%	85
2022 Q4	$263K	Hold	719	–	–	0.16%	102
2022 Q3	$232K	Hold	719	–	–	0.15%	100
2022 Q2	$233K	Hold	719	–	–	0.13%	109
2022 Q1	$206K	Buy	+719	New	+$185K	0.1%	128
2021 Q2	–	Sell	-750	Closed	-$138K	–	242
2021 Q1	$138K	Hold	750	–	–	0.08%	141
2020 Q4	$139K	Buy	+750	New	+$112K	0.11%	130

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

COWA LLC's LLY Position: Q3 2026 in Review

COWA LLC increased its Eli Lilly (LLY) stake by 0.54% in Q3 2026, buying an estimated $2.36K and bringing the position to 372 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #125.

COWA LLC first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $716K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

COWA LLC held 372 shares of Eli Lilly worth $431K as of Q3 2026.
COWA LLC bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.11% of COWA LLC's portfolio in Q3 2026, its #125 holding.
COWA LLC first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
COWA LLC's Eli Lilly position peaked at $716K in Q4 2024.
2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.