Riverbend Wealth Management
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Riverbend Wealth Management’s Eli Lilly LLY Stock Holding History

Riverbend 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 		$2.36M Buy
2,043
+13
+0.6% +$15.3K 1.07% 25
2026
Q2 		$2.44M Buy
2,030
+171
+9% +$175K 1.22% 21
2026
Q1 		$1.71M Buy
1,859
+71
+4% +$72K 0.98% 25
2025
Q4 		$1.92M Buy
1,788
+78
+5% +$74.6K 1.19% 21
2025
Q3 		$1.31M Buy
1,710
+50
+3% +$37.2K 0.91% 30
2025
Q2 		$1.29M Buy
1,660
+551
+50% +$428K 0.98% 29
2025
Q1 		$916K Buy
1,109
+34
+3% +$28.3K 0.82% 37
2024
Q4 		$832K Buy
+1,075
New +$890K 0.74% 39

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Riverbend Wealth Management's LLY Position: Q3 2026 in Review

Riverbend Wealth Management increased its Eli Lilly (LLY) stake by 0.64% in Q3 2026, buying an estimated $15.3K and bringing the position to 2,043 shares worth $2.36M. The position accounts for 1.07% of the portfolio, ranked #25.

Riverbend Wealth Management first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q2 2026. 2,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Riverbend Wealth Management held 2,043 shares of Eli Lilly worth $2.36M as of Q3 2026.
  • Riverbend Wealth Management bought 13 Eli Lilly shares in Q3 2026, an estimated $15.3K.
  • Eli Lilly made up 1.07% of Riverbend Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Riverbend Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • Riverbend Wealth Management's Eli Lilly position peaked at $2.44M in Q2 2026.
  • 2,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.