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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
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 $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lord & Richards Wealth Management's LLY Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Eli Lilly (LLY) stake by 9.2% in Q2 2026, selling an estimated $61.3K and leaving 590 shares worth $708K. The position accounts for 0.55% of the portfolio, ranked #39.

Lord & Richards Wealth Management first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $752K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lord & Richards Wealth Management held 590 shares of Eli Lilly worth $708K as of Q2 2026.
  • Lord & Richards Wealth Management sold 60 Eli Lilly shares in Q2 2026, an estimated $61.3K.
  • Eli Lilly made up 0.55% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Lord & Richards Wealth Management first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • Lord & Richards Wealth Management's Eli Lilly position peaked at $752K in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.