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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
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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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 $77B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM