Royal Harbor Partners
LLY icon

Royal Harbor Partners’s Eli Lilly LLY Stock Holding History

Royal Harbor 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 		$536K Sell
463
-10
-2% -$11.8K 0.16% 38
2026
Q2 		$567K Buy
473
+10
+2% +$10.2K 0.18% 38
2026
Q1 		$426K Hold
463
– – 0.14% 39
2025
Q4 		$498K Sell
463
-70
-13% -$66.9K 0.16% 36
2025
Q3 		$407K Buy
533
+2
+0.4% +$1.49K 0.14% 35
2025
Q2 		$414K Hold
531
– – 0.15% 36
2025
Q1 		$439K Hold
531
– – 0.17% 34
2024
Q4 		$410K Buy
531
+1
+0.2% +$828 0.15% 33
2024
Q3 		$470K Hold
530
– – 0.18% 33
2024
Q2 		$480K Buy
+530
New +$424K 0.2% 31
2023
Q3 		– Sell
-888
Closed -$416K – 61
2023
Q2 		$416K Hold
888
– – 0.2% 56
2023
Q1 		$305K Sell
888
-3,736
-81% -$1.26M 0.16% 65
2022
Q4 		$1.69M Sell
4,624
-381
-8% -$135K 1.05% 31
2022
Q3 		$1.62M Sell
5,005
-1,426
-22% -$452K 1.11% 32
2022
Q2 		$2.08M Buy
6,431
+52
+0.8% +$15.6K 1.42% 30
2022
Q1 		$1.83M Sell
6,379
-219
-3% -$56.4K 1.17% 23
2021
Q4 		$1.82M Buy
6,598
+192
+3% +$48.7K 1.16% 20
2021
Q3 		$1.48M Sell
6,406
-784
-11% -$194K 1.05% 25
2021
Q2 		$1.65M Sell
7,190
-578
-7% -$116K 1.1% 22
2021
Q1 		$1.45M Sell
7,768
-415
-5% -$81.2K 1.11% 22
2020
Q4 		$1.38M Buy
8,183
+2,117
+35% +$316K 1.16% 17
2020
Q3 		$898K Buy
6,066
+141
+2% +$21.8K 0.84% 28
2020
Q2 		$973K Buy
+5,925
New +$909K 0.96% 21

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Royal Harbor Partners's LLY Position: Q3 2026 in Review

Royal Harbor Partners reduced its Eli Lilly (LLY) stake by 2.1% in Q3 2026, selling an estimated $11.8K and leaving 463 shares worth $536K. The position accounts for 0.16% of the portfolio, ranked #38.

Royal Harbor Partners first reported a position in LLY in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.08M in Q2 2022. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Royal Harbor Partners held 463 shares of Eli Lilly worth $536K as of Q3 2026.
  • Royal Harbor Partners sold 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
  • Eli Lilly made up 0.16% of Royal Harbor Partners's portfolio in Q3 2026, its #38 holding.
  • Royal Harbor Partners first reported a position in Eli Lilly in Q2 2020 and has held it in 23 quarters since.
  • Royal Harbor Partners's Eli Lilly position peaked at $2.08M in Q2 2022.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.