RWA Wealth Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $89.8M | Buy |
77,640
+1,614
| +2% | +$1.9M | 0.85% | 21 |
|
|
2026
Q2 | $91.2M | Buy |
76,026
+8,917
| +13% | +$9.11M | 0.87% | 20 |
|
|
2026
Q1 | $61.7M | Buy |
67,109
+1,782
| +3% | +$1.81M | 0.68% | 24 |
|
|
2025
Q4 | $70.2M | Sell |
65,327
-154
| -0.2% | -$147K | 0.77% | 19 |
|
|
2025
Q3 | $50M | Buy |
65,481
+948
| +1% | +$705K | 0.57% | 27 |
|
|
2025
Q2 | $50.3M | Buy |
64,533
+21,231
| +49% | +$16.5M | 0.63% | 25 |
|
|
2025
Q1 | $35.8M | Sell |
43,302
-1,889
| -4% | -$1.57M | 0.45% | 36 |
|
|
2024
Q4 | $34.9M | Buy |
45,191
+1,028
| +2% | +$851K | 0.43% | 40 |
|
|
2024
Q3 | $39.1M | Sell |
44,163
-1,319
| -3% | -$1.19M | 0.49% | 31 |
|
|
2024
Q2 | $41.2M | Sell |
45,482
-780
| -2% | -$624K | 0.54% | 26 |
|
|
2024
Q1 | $36M | Sell |
46,262
-12,815
| -22% | -$9.12M | 0.48% | 33 |
|
|
2023
Q4 | $34.4M | Buy |
59,077
+36,293
| +159% | +$21.2M | 0.49% | 32 |
|
|
2023
Q3 | $12.2M | Buy |
22,784
+1,517
| +7% | +$782K | 0.27% | 39 |
|
|
2023
Q2 | $10M | Buy |
21,267
+1,507
| +8% | +$632K | 0.22% | 44 |
|
|
2023
Q1 | $6.79M | Buy |
19,760
+18,317
| +1,269% | +$6.18M | 0.16% | 59 |
|
|
2022
Q4 | $520K | Sell |
1,443
-22
| -2% | -$7.8K | 0.01% | 167 |
|
|
2022
Q3 | $474K | Hold |
1,465
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $475K | Buy |
1,465
+159
| +12% | +$47.7K | 0.03% | 159 |
|
|
2022
Q1 | $374K | Buy |
1,306
+445
| +52% | +$115K | 0.02% | 190 |
|
|
2021
Q4 | $238K | Buy |
+861
| New | +$218K | 0.02% | 233 |
|
|
2021
Q2 | – | Sell |
-1,101
| Closed | -$206K | – | 249 |
|
|
2021
Q1 | $206K | Buy |
+1,101
| New | +$215K | 0.02% | 234 |
|
|
2020
Q3 | – | Sell |
-3,610
| Closed | -$593K | – | 224 |
|
|
2020
Q2 | $593K | Buy |
+3,610
| New | +$554K | 0.07% | 133 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$85K | – | 504 |
|
|
2018
Q2 | $85K | Buy |
+1,000
| New | +$82.1K | 0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-2,790
| Closed | -$236K | – | 596 |
|
|
2017
Q4 | $236K | Hold |
2,790
| – | – | 0.03% | 215 |
|
|
2017
Q3 | $239K | Hold |
2,790
| – | – | 0.03% | 210 |
|
|
2017
Q2 | $230K | Hold |
2,790
| – | – | 0.03% | 174 |
|
|
2017
Q1 | $235K | Buy |
+2,790
| New | +$223K | 0.03% | 169 |
|
Other funds holding LLY
RWA Wealth Partners's LLY Position: Q3 2026 in Review
RWA Wealth Partners increased its Eli Lilly (LLY) stake by 2.1% in Q3 2026, buying an estimated $1.9M and bringing the position to 77,640 shares worth $89.8M. The position accounts for 0.85% of the portfolio, ranked #21.
RWA Wealth Partners first reported a position in LLY in Q1 2017 and has held it in 27 quarters since. The position peaked at $91.2M in Q2 2026. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.
- RWA Wealth Partners held 77,640 shares of Eli Lilly worth $89.8M as of Q3 2026.
- RWA Wealth Partners bought 1,614 Eli Lilly shares in Q3 2026, an estimated $1.9M.
- Eli Lilly made up 0.85% of RWA Wealth Partners's portfolio in Q3 2026, its #21 holding.
- RWA Wealth Partners first reported a position in Eli Lilly in Q1 2017 and has held it in 27 quarters since.
- RWA Wealth Partners's Eli Lilly position peaked at $91.2M in Q2 2026.
- 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.
Based on RWA Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.