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Richardson Financial Services’s Eli Lilly LLY Stock Holding History

Richardson Financial Services’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 		$879K Buy
733
+17
+2% +$17.4K 0.5% 47
2026
Q1 		$659K Buy
716
+22
+3% +$22.3K 0.41% 61
2025
Q4 		$746K Buy
694
+220
+46% +$210K 0.24% 55
2025
Q3 		$362K Buy
474
+67
+16% +$49.9K 0.22% 104
2025
Q2 		$316K Buy
407
+31
+8% +$24.1K 0.21% 117
2025
Q1 		$311K Buy
376
+44
+13% +$36.6K 0.24% 116
2024
Q4 		$257K Buy
332
+261
+368% +$216K 0.18% 119
2024
Q3 		$64.2K Buy
71
+5
+8% +$4.5K 0.04% 241
2024
Q2 		$59.8K Sell
66
-1
-1% -$800 0.04% 234
2024
Q1 		$52.9K Sell
67
-7
-9% -$4.98K 0.04% 246
2023
Q4 		$43.1K Buy
+74
New +$43.2K 0.04% 222

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Financial Services's LLY Position: Q2 2026 in Review

Richardson Financial Services increased its Eli Lilly (LLY) stake by 2.4% in Q2 2026, buying an estimated $17.4K and bringing the position to 733 shares worth $879K. The position accounts for 0.5% of the portfolio, ranked #47.

Richardson Financial Services first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Richardson Financial Services held 733 shares of Eli Lilly worth $879K as of Q2 2026.
  • Richardson Financial Services bought 17 Eli Lilly shares in Q2 2026, an estimated $17.4K.
  • Eli Lilly made up 0.5% of Richardson Financial Services's portfolio in Q2 2026, its #47 holding.
  • Richardson Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.