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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Leonard Rickey Investment Advisors's LLY Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $41.6K and bringing the position to 396 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #82.

Leonard Rickey Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $381K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Leonard Rickey Investment Advisors held 396 shares of Eli Lilly worth $364K as of Q1 2026.
Leonard Rickey Investment Advisors bought 41 Eli Lilly shares in Q1 2026, an estimated $41.6K.
Eli Lilly made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #82 holding.
Leonard Rickey Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Leonard Rickey Investment Advisors's Eli Lilly position peaked at $381K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.