Riverwater Partners
LLY icon

Riverwater Partners’s Eli Lilly LLY Stock Holding History

Riverwater Partners’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 		$1.46M Buy
1,263
+8
+0.6% +$9.44K 0.41% 83
2026
Q2 		$1.51M Buy
1,255
+98
+8% +$100K 0.45% 79
2026
Q1 		$1.06M Sell
1,157
-239
-17% -$242K 0.35% 88
2025
Q4 		$1.5M Buy
1,396
+26
+2% +$24.9K 0.58% 62
2025
Q3 		$1.05M Buy
1,370
+136
+11% +$101K 0.43% 70
2025
Q2 		$962K Buy
1,234
+33
+3% +$25.6K 0.45% 73
2025
Q1 		$992K Buy
1,201
+133
+12% +$111K 0.51% 66
2024
Q4 		$824K Buy
1,068
+6
+0.6% +$4.97K 0.4% 70
2024
Q3 		$946K Sell
1,062
-27
-2% -$24.3K 0.47% 66
2024
Q2 		$986K Buy
1,089
+94
+9% +$75.2K 0.73% 33
2024
Q1 		$774K Buy
+995
New +$708K 0.57% 43
2022
Q4 		– Sell
-2,084
Closed -$674K – 210
2022
Q3 		$674K Buy
+2,084
New +$660K 0.67% 42

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Riverwater Partners's LLY Position: Q3 2026 in Review

Riverwater Partners increased its Eli Lilly (LLY) stake by 0.64% in Q3 2026, buying an estimated $9.44K and bringing the position to 1,263 shares worth $1.46M. The position accounts for 0.41% of the portfolio, ranked #83.

Riverwater Partners first reported a position in LLY in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Riverwater Partners held 1,263 shares of Eli Lilly worth $1.46M as of Q3 2026.
  • Riverwater Partners bought 8 Eli Lilly shares in Q3 2026, an estimated $9.44K.
  • Eli Lilly made up 0.41% of Riverwater Partners's portfolio in Q3 2026, its #83 holding.
  • Riverwater Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 12 quarters since.
  • Riverwater Partners's Eli Lilly position peaked at $1.51M in Q2 2026.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.