Richards, Merrill & Peterson
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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
Q3 		$1.45M Buy
1,255
+99
+9% +$117K 0.44% 57
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 $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Richards, Merrill & Peterson's LLY Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Eli Lilly (LLY) stake by 8.6% in Q3 2026, buying an estimated $117K and bringing the position to 1,255 shares worth $1.45M. The position accounts for 0.44% of the portfolio, ranked #57.

Richards, Merrill & Peterson first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Richards, Merrill & Peterson held 1,255 shares of Eli Lilly worth $1.45M as of Q3 2026.
  • Richards, Merrill & Peterson bought 99 Eli Lilly shares in Q3 2026, an estimated $117K.
  • Eli Lilly made up 0.44% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #57 holding.
  • Richards, Merrill & Peterson first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.