WD Rutherford’s Eli Lilly LLY Stock Holding History

WD Rutherford’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	$5.1M	Buy	4,410 +664	+18%	+$784K	1.94%	16
2026 Q2	$4.49M	Buy	+3,746	New	+$3.83M	1.63%	27
2025 Q3	–	Sell	-110	Closed	-$85.7K	–	85
2025 Q2	$85.7K	Buy	+110	New	+$85.5K	0.04%	79
2024 Q4	–	Sell	-274	Closed	-$243K	–	75
2024 Q3	$243K	Buy	274 +40	+17%	+$36K	0.12%	75
2024 Q2	$212K	Sell	234 -6	-3%	-$4.8K	0.11%	79
2024 Q1	$187K	Buy	+240	New	+$171K	0.1%	79
2023 Q3	–	Sell	-520	Closed	-$244K	–	80
2023 Q2	$244K	Buy	+520	New	+$218K	0.16%	76
2023 Q1	–	Sell	-520	Closed	-$190K	–	104
2022 Q4	$190K	Sell	520 -65	-11%	-$23K	0.15%	70
2022 Q3	$189K	Buy	585 +15	+3%	+$4.75K	0.15%	74
2022 Q2	$185K	Hold	570	–	–	0.14%	69
2022 Q1	$163K	Hold	570	–	–	0.09%	80
2021 Q4	$157K	Hold	570	–	–	0.08%	82
2021 Q3	$132K	Hold	570	–	–	0.07%	84
2021 Q2	$131K	Hold	570	–	–	0.07%	85
2021 Q1	$106K	Hold	570	–	–	0.07%	88
2020 Q4	$96K	Buy	+570	New	+$85.1K	0.06%	85

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

WD Rutherford's LLY Position: Q3 2026 in Review

WD Rutherford increased its Eli Lilly (LLY) stake by 18% in Q3 2026, buying an estimated $784K and bringing the position to 4,410 shares worth $5.1M. The position accounts for 1.94% of the portfolio, ranked #16.

WD Rutherford first reported a position in LLY in Q4 2020 and has held it in 16 quarters since. 2,227 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

WD Rutherford held 4,410 shares of Eli Lilly worth $5.1M as of Q3 2026.
WD Rutherford bought 664 Eli Lilly shares in Q3 2026, an estimated $784K.
Eli Lilly made up 1.94% of WD Rutherford's portfolio in Q3 2026, its #16 holding.
WD Rutherford first reported a position in Eli Lilly in Q4 2020 and has held it in 16 quarters since.
2,227 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.