Watershed Private Wealth’s Eli Lilly LLY Stock Holding History

Watershed Private 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 Q2	$251K	Buy	+209	New	+$214K	0.07%	115
2026 Q1	–	Sell	-348	Closed	-$374K	–	117
2025 Q4	$374K	Hold	348	–	–	0.11%	89
2025 Q3	$266K	Hold	348	–	–	0.08%	98
2025 Q2	$271K	Sell	348 -28	-7%	-$21.8K	0.1%	92
2025 Q1	$311K	Sell	376 -22	-6%	-$18.3K	0.12%	92
2024 Q4	$307K	Hold	398	–	–	0.12%	89
2024 Q3	$353K	Buy	+398	New	+$358K	0.14%	82

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Watershed Private Wealth's LLY Position: Q2 2026 in Review

Watershed Private Wealth opened a new position in Eli Lilly (LLY) in Q2 2026: 209 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings. This is a return to the name: Watershed Private Wealth previously reported a position in LLY as recently as Q4 2025.

Watershed Private Wealth first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Watershed Private Wealth held 209 shares of Eli Lilly worth $251K as of Q2 2026.
Eli Lilly was a new Watershed Private Wealth position in Q2 2026.
Eli Lilly made up 0.07% of Watershed Private Wealth's portfolio in Q2 2026, its #115 holding.
Watershed Private Wealth first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
Watershed Private Wealth's Eli Lilly position peaked at $374K in Q4 2025.
4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.