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Richard C. Young & Co’s Eli Lilly LLY Stock Holding History

Richard C. Young & Co’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 		$23.2M Sell
19,363
-35
-0.2% -$35.8K 1.71% 21
2026
Q1 		$17.8M Buy
19,398
+122
+0.6% +$124K 1.48% 33
2025
Q4 		$20.7M Buy
19,276
+1,091
+6% +$1.04M 1.86% 17
2025
Q3 		$13.9M Buy
+18,185
New +$13.5M 1.29% 36

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

Richard C. Young & Co's LLY Position: Q2 2026 in Review

Richard C. Young & Co reduced its Eli Lilly (LLY) stake by 0.18% in Q2 2026, selling an estimated $35.8K and leaving 19,363 shares worth $23.2M. The position accounts for 1.71% of the portfolio, ranked #21.

Richard C. Young & Co first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 1,899 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Richard C. Young & Co held 19,363 shares of Eli Lilly worth $23.2M as of Q2 2026.
  • Richard C. Young & Co sold 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 1.71% of Richard C. Young & Co's portfolio in Q2 2026, its #21 holding.
  • Richard C. Young & Co first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.