RVW Wealth
LLY icon

RVW Wealth’s Eli Lilly LLY Stock Holding History

RVW Wealth’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 		$4.84M Buy
4,187
+2,027
+94% +$2.39M 0.31% 45
2026
Q2 		$2.59M Buy
2,160
+968
+81% +$989K 0.17% 60
2026
Q1 		$1.1M Sell
1,192
-1,000
-46% -$1.01M 0.09% 70
2025
Q4 		$2.36M Buy
2,192
+999
+84% +$955K 0.18% 54
2025
Q3 		$910K Buy
+1,193
New +$888K 0.07% 75
2023
Q4 		– Sell
-86
Closed -$46.2K – 261
2023
Q3 		$46.2K Buy
+86
New +$44.3K 0.01% 245

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RVW Wealth's LLY Position: Q3 2026 in Review

RVW Wealth increased its Eli Lilly (LLY) stake by 94% in Q3 2026, buying an estimated $2.39M and bringing the position to 4,187 shares worth $4.84M. The position accounts for 0.31% of the portfolio, ranked #45.

RVW Wealth first reported a position in LLY in Q3 2023 and has held it in 6 quarters since. 983 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • RVW Wealth held 4,187 shares of Eli Lilly worth $4.84M as of Q3 2026.
  • RVW Wealth bought 2,027 Eli Lilly shares in Q3 2026, an estimated $2.39M.
  • Eli Lilly made up 0.31% of RVW Wealth's portfolio in Q3 2026, its #45 holding.
  • RVW Wealth first reported a position in Eli Lilly in Q3 2023 and has held it in 6 quarters since.
  • 983 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.