RIS
LLY icon

Richmond Investment Services’s Eli Lilly LLY Stock Holding History

Richmond Investment 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 		$1.31M Buy
1,429
+160
+13% +$162K 0.21% 74
2025
Q4 		$1.36M Buy
1,269
+50
+4% +$47.8K 0.24% 65
2025
Q3 		$931K Sell
1,219
-5
-0.4% -$3.72K 0.17% 82
2025
Q2 		$954K Buy
1,224
+675
+123% +$525K 0.2% 71
2025
Q1 		$453K Hold
549
– – 0.25% 63
2024
Q4 		$424K Buy
+549
New +$455K 0.24% 63

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Richmond Investment Services's LLY Position: Q1 2026 in Review

Richmond Investment Services increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $162K and bringing the position to 1,429 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #74.

Richmond Investment Services first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Richmond Investment Services held 1,429 shares of Eli Lilly worth $1.31M as of Q1 2026.
  • Richmond Investment Services bought 160 Eli Lilly shares in Q1 2026, an estimated $162K.
  • Eli Lilly made up 0.21% of Richmond Investment Services's portfolio in Q1 2026, its #74 holding.
  • Richmond Investment Services first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Richmond Investment Services's Eli Lilly position peaked at $1.36M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.