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RW Investment Management’s Eli Lilly LLY Stock Holding History

RW Investment 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
Q1 		$952K Buy
+1,035
New +$1.05M 0.09% 45
2025
Q3 		$1.02M Hold
1,335
– – 0.11% 38
2025
Q2 		$1.04M Buy
+1,335
New +$1.04M 0.12% 38

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RW Investment Management's LLY Position: Q1 2026 in Review

RW Investment Management opened a new position in Eli Lilly (LLY) in Q1 2026: 1,035 shares worth $952K. The stake represents 0.09% of the portfolio and ranks #45 among its holdings. This is a return to the name: RW Investment Management previously reported a position in LLY as recently as Q3 2025.

RW Investment Management first reported a position in LLY in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q2 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • RW Investment Management held 1,035 shares of Eli Lilly worth $952K as of Q1 2026.
  • Eli Lilly was a new RW Investment Management position in Q1 2026.
  • Eli Lilly made up 0.09% of RW Investment Management's portfolio in Q1 2026, its #45 holding.
  • RW Investment Management first reported a position in Eli Lilly in Q2 2025 and has held it in 3 quarters since.
  • RW Investment Management's Eli Lilly position peaked at $1.04M in Q2 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.