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Watts Gwilliam & Co’s Eli Lilly LLY Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$826K Hold
1,083
– – 0.13% 100
2025
Q2 		$826K Sell
1,083
-2,625
-71% -$2.04M 0.14% 98
2025
Q1 		$3.06M Buy
3,708
+2,020
+120% +$1.68M 0.66% 36
2024
Q4 		$1.31M Buy
1,688
+96
+6% +$79.5K 0.28% 72
2024
Q3 		$1.45M Buy
+1,592
New +$1.43M 0.32% 65
2024
Q1 		$1.14M Buy
+1,495
New +$1.06M 0.35% 63

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Watts Gwilliam & Co's LLY Position: Q3 2025 in Review

Watts Gwilliam & Co held its Eli Lilly (LLY) position steady in Q3 2025 at 1,083 shares worth $826K. The position accounts for 0.13% of the portfolio, ranked #100.

Watts Gwilliam & Co first reported a position in LLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Watts Gwilliam & Co held 1,083 shares of Eli Lilly worth $826K as of Q3 2025.
  • Watts Gwilliam & Co left its Eli Lilly share count unchanged in Q3 2025.
  • Eli Lilly made up 0.13% of Watts Gwilliam & Co's portfolio in Q3 2025, its #100 holding.
  • Watts Gwilliam & Co first reported a position in Eli Lilly in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Eli Lilly position peaked at $3.06M in Q1 2025.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.