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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverwater Partners's LLY Position: Q1 2026 in Review

Riverwater Partners reduced its Eli Lilly (LLY) stake by 17% in Q1 2026, selling an estimated $242K and leaving 1,157 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #88.

Riverwater Partners first reported a position in LLY in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Riverwater Partners held 1,157 shares of Eli Lilly worth $1.06M as of Q1 2026.
Riverwater Partners sold 239 Eli Lilly shares in Q1 2026, an estimated $242K.
Eli Lilly made up 0.35% of Riverwater Partners's portfolio in Q1 2026, its #88 holding.
Riverwater Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 10 quarters since.
Riverwater Partners's Eli Lilly position peaked at $1.5M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.