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Richards, Merrill & Peterson’s Eli Lilly LLY Stock Holding History

Richards, Merrill & Peterson’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 		$1.39M Buy
1,156
+115
+11% +$118K 0.44% 59
2026
Q1 		$958K Buy
1,041
+25
+2% +$25.3K 0.35% 73
2025
Q4 		$1.09M Hold
1,016
– – 0.42% 64
2025
Q3 		$775K Buy
1,016
+249
+32% +$185K 0.33% 87
2025
Q2 		$598K Buy
767
+156
+26% +$121K 0.28% 90
2025
Q1 		$505K Buy
611
+43
+8% +$35.8K 0.26% 90
2024
Q4 		$438K Buy
+568
New +$470K 0.23% 100

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

Richards, Merrill & Peterson's LLY Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $118K and bringing the position to 1,156 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #59.

Richards, Merrill & Peterson first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,857 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Richards, Merrill & Peterson held 1,156 shares of Eli Lilly worth $1.39M as of Q2 2026.
  • Richards, Merrill & Peterson bought 115 Eli Lilly shares in Q2 2026, an estimated $118K.
  • Eli Lilly made up 0.44% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #59 holding.
  • Richards, Merrill & Peterson first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.