Lord & Richards Wealth Management
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Lord & Richards Wealth Management’s Eli Lilly LLY Stock Holding History

Lord & Richards Wealth Management’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 		$951K Buy
822
+232
+39% +$274K 0.73% 35
2026
Q2 		$708K Sell
590
-60
-9% -$61.3K 0.55% 39
2026
Q1 		$598K Sell
650
-49
-7% -$49.7K 0.52% 39
2025
Q4 		$752K Buy
699
+19
+3% +$18.2K 0.65% 38
2025
Q3 		$519K Buy
680
+147
+28% +$109K 0.48% 40
2025
Q2 		$415K Buy
+533
New +$414K 0.43% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lord & Richards Wealth Management's LLY Position: Q3 2026 in Review

Lord & Richards Wealth Management increased its Eli Lilly (LLY) stake by 39% in Q3 2026, buying an estimated $274K and bringing the position to 822 shares worth $951K. The position accounts for 0.73% of the portfolio, ranked #35.

Lord & Richards Wealth Management first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Lord & Richards Wealth Management held 822 shares of Eli Lilly worth $951K as of Q3 2026.
  • Lord & Richards Wealth Management bought 232 Eli Lilly shares in Q3 2026, an estimated $274K.
  • Eli Lilly made up 0.73% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Lord & Richards Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.