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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Richardson Financial Services's LLY Position: Q1 2026 in Review

Richardson Financial Services increased its Eli Lilly (LLY) stake by 3.2% in Q1 2026, buying an estimated $22.3K and bringing the position to 716 shares worth $659K. The position accounts for 0.41% of the portfolio, ranked #61.

Richardson Financial Services first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $746K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Richardson Financial Services held 716 shares of Eli Lilly worth $659K as of Q1 2026.
  • Richardson Financial Services bought 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
  • Eli Lilly made up 0.41% of Richardson Financial Services's portfolio in Q1 2026, its #61 holding.
  • Richardson Financial Services first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Eli Lilly position peaked at $746K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.