Vawter Financial’s Eli Lilly LLY Stock Holding History

Vawter Financial’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	$2.15M	Hold	1,860	–	–	0.8%	28
2026 Q2	$2.23M	Hold	1,860	–	–	0.84%	27
2026 Q1	$1.71M	Sell	1,860 -10	-0.5%	-$10.1K	0.72%	32
2025 Q4	$2.01M	Buy	1,870 +2	+0.1%	+$1.91K	0.85%	27
2025 Q3	$1.43M	Buy	+1,868	New	+$1.39M	0.65%	33
2025 Q2	–	Sell	-1,877	Closed	-$1.55M	–	71
2025 Q1	$1.55M	Buy	1,877 +9	+0.5%	+$7.49K	0.87%	30
2024 Q4	$1.44M	Buy	1,868 +7	+0.4%	+$5.8K	0.87%	29
2024 Q3	$1.65M	Buy	1,861 +100	+6%	+$89.9K	1.01%	26
2024 Q2	$1.59M	Buy	1,761 +10	+0.6%	+$8K	1.09%	23
2024 Q1	$1.36M	Hold	1,751	–	–	0.99%	22
2023 Q4	$1.02M	Buy	1,751 +27	+2%	+$15.8K	0.8%	24
2023 Q3	$926K	Hold	1,724	–	–	0.83%	25
2023 Q2	$809K	Buy	+1,724	New	+$723K	0.7%	27

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vawter Financial's LLY Position: Q3 2026 in Review

Vawter Financial held its Eli Lilly (LLY) position steady in Q3 2026 at 1,860 shares worth $2.15M. The position accounts for 0.8% of the portfolio, ranked #28.

Vawter Financial first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Vawter Financial held 1,860 shares of Eli Lilly worth $2.15M as of Q3 2026.
Vawter Financial left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 0.8% of Vawter Financial's portfolio in Q3 2026, its #28 holding.
Vawter Financial first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Vawter Financial's Eli Lilly position peaked at $2.23M in Q2 2026.
3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.