Ranch Capital Advisors’s Eli Lilly LLY Stock Holding History

Ranch Capital 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	$244K	Buy	+203	New	+$207K	0.08%	144
2026 Q1	–	Sell	-203	Closed	-$218K	–	159
2025 Q4	$218K	Buy	+203	New	+$194K	0.08%	143
2021 Q4	–	Sell	-145	Closed	-$33K	–	372
2021 Q3	$33K	Buy	145 +1	+0.7%	+$247	0.02%	313
2021 Q2	$33K	Hold	144	–	–	0.02%	381
2021 Q1	$26K	Hold	144	–	–	0.02%	408
2020 Q4	$24K	Buy	144 +1	+0.7%	+$149	0.02%	429
2020 Q3	$21K	Hold	143	–	–	0.02%	441
2020 Q2	$21K	Hold	143	–	–	0.02%	458
2020 Q1	$19K	Sell	143 -50	-26%	-$6.87K	0.02%	451
2019 Q4	$25K	Buy	+193	New	+$22.4K	0.02%	468

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ranch Capital Advisors's LLY Position: Q2 2026 in Review

Ranch Capital Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 203 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #144 among its holdings. This is a return to the name: Ranch Capital Advisors previously reported a position in LLY as recently as Q4 2025.

Ranch Capital Advisors first reported a position in LLY in Q4 2019 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ranch Capital Advisors held 203 shares of Eli Lilly worth $244K as of Q2 2026.
Eli Lilly was a new Ranch Capital Advisors position in Q2 2026.
Eli Lilly made up 0.08% of Ranch Capital Advisors's portfolio in Q2 2026, its #144 holding.
Ranch Capital Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 10 quarters since.
4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.