GWWM
LLY icon

Great Waters Wealth Management’s Eli Lilly LLY Stock Holding History

Great Waters Wealth Management’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 		$901K Sell
779
-2
-0.3% -$2.36K 0.08% 49
2026
Q2 		$937K Buy
781
+33
+4% +$33.7K 0.09% 48
2026
Q1 		$688K Hold
748
– – 0.07% 52
2025
Q4 		$804K Hold
748
– – 0.09% 48
2025
Q3 		$571K Sell
748
-20
-3% -$14.9K 0.07% 58
2025
Q2 		$599K Sell
768
-2
-0.3% -$1.55K 0.08% 53
2025
Q1 		$636K Sell
770
-102
-12% -$84.9K 0.09% 53
2024
Q4 		$673K Sell
872
-41
-4% -$33.9K 0.09% 57
2024
Q3 		$809K Hold
913
– – 0.11% 51
2024
Q2 		$826K Buy
913
+70
+8% +$56K 0.13% 47
2024
Q1 		$656K Hold
843
– – 0.11% 55
2023
Q4 		$521K Hold
843
– – 0.09% 59
2023
Q3 		$476K Buy
843
+1
+0.1% +$515 0.09% 60
2023
Q2 		$395K Hold
842
– – 0.08% 64
2023
Q1 		$324K Buy
842
+1
+0.1% +$337 0.07% 70
2022
Q4 		$294K Buy
+841
New +$298K 0.06% 72

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Great Waters Wealth Management's LLY Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Eli Lilly (LLY) stake by 0.26% in Q3 2026, selling an estimated $2.36K and leaving 779 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #49.

Great Waters Wealth Management first reported a position in LLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $937K in Q2 2026. 565 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Great Waters Wealth Management held 779 shares of Eli Lilly worth $901K as of Q3 2026.
  • Great Waters Wealth Management sold 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
  • Eli Lilly made up 0.08% of Great Waters Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Great Waters Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Eli Lilly position peaked at $937K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.