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SWS Partners’s Eli Lilly LLY Stock Holding History

SWS 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
Q2 		$6.29M Buy
5,247
+2,944
+128% +$3.01M 1.36% 21
2026
Q1 		$2.12M Buy
2,303
+80
+4% +$81.1K 0.52% 69
2025
Q4 		$2.39M Buy
+2,223
New +$2.13M 0.58% 63
2024
Q3 		– Sell
-40
Closed -$36.2K – 212
2024
Q2 		$36.2K Buy
+40
New +$32K 0.01% 179

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWS Partners's LLY Position: Q2 2026 in Review

SWS Partners increased its Eli Lilly (LLY) stake by 128% in Q2 2026, buying an estimated $3.01M and bringing the position to 5,247 shares worth $6.29M. The position accounts for 1.36% of the portfolio, ranked #21.

SWS Partners first reported a position in LLY in Q2 2024 and has held it in 4 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SWS Partners held 5,247 shares of Eli Lilly worth $6.29M as of Q2 2026.
  • SWS Partners bought 2,944 Eli Lilly shares in Q2 2026, an estimated $3.01M.
  • Eli Lilly made up 1.36% of SWS Partners's portfolio in Q2 2026, its #21 holding.
  • SWS Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 4 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.