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Leonard Rickey Investment Advisors’s Eli Lilly LLY Stock Holding History

Leonard Rickey Investment Advisors’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 		$514K Buy
429
+33
+8% +$33.7K 0.08% 68
2026
Q1 		$364K Buy
396
+41
+12% +$41.6K 0.06% 82
2025
Q4 		$381K Buy
355
+8
+2% +$7.65K 0.07% 82
2025
Q3 		$265K Sell
347
-5
-1% -$3.72K 0.05% 94
2025
Q2 		$274K Sell
352
-6
-2% -$4.66K 0.05% 90
2025
Q1 		$270K Sell
358
-10
-3% -$8.32K 0.06% 84
2024
Q4 		$284K Hold
368
– – 0.07% 89
2024
Q3 		$326K Sell
368
-11
-3% -$9.89K 0.07% 78
2024
Q2 		$343K Buy
379
+67
+21% +$53.6K 0.08% 67
2024
Q1 		$243K Buy
+312
New +$222K 0.06% 81

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's LLY Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Eli Lilly (LLY) stake by 8.3% in Q2 2026, buying an estimated $33.7K and bringing the position to 429 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #68.

Leonard Rickey Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Leonard Rickey Investment Advisors held 429 shares of Eli Lilly worth $514K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 33 Eli Lilly shares in Q2 2026, an estimated $33.7K.
  • Eli Lilly made up 0.08% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Leonard Rickey Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.