Regatta Research & Money Management’s Eli Lilly LLY Stock Holding History

Regatta Research & Money 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	$237K	Buy	+199	New	+$203K	0.22%	91

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Regatta Research & Money Management's LLY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Eli Lilly (LLY) in Q2 2026: 199 shares worth $237K. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

3,796 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Regatta Research & Money Management held 199 shares of Eli Lilly worth $237K as of Q2 2026.
Eli Lilly was a new Regatta Research & Money Management position in Q2 2026.
Eli Lilly made up 0.22% of Regatta Research & Money Management's portfolio in Q2 2026, its #91 holding.
3,796 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.