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Nearwater Capital Markets’s Eli Lilly LLY Stock Holding History

Nearwater Capital Markets’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
Q1 		$36.8M Buy
+40,000
New +$40.6M 0.87% 39
2025
Q4 		– Sell
-46,800
Closed -$35.7M – 145
2025
Q3 		$35.7M Buy
+46,800
New +$34.8M 0.48% 41

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Nearwater Capital Markets's LLY Position: Q1 2026 in Review

Nearwater Capital Markets opened a new position in Eli Lilly (LLY) in Q1 2026: 40,000 shares worth $36.8M. The stake represents 0.87% of the portfolio and ranks #39 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in LLY as recently as Q3 2025.

Nearwater Capital Markets first reported a position in LLY in Q3 2025 and has held it in 2 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Nearwater Capital Markets held 40,000 shares of Eli Lilly worth $36.8M as of Q1 2026.
  • Eli Lilly was a new Nearwater Capital Markets position in Q1 2026.
  • Eli Lilly made up 0.87% of Nearwater Capital Markets's portfolio in Q1 2026, its #39 holding.
  • Nearwater Capital Markets first reported a position in Eli Lilly in Q3 2025 and has held it in 2 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.