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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
Q2 		$676K Sell
563
-866
-61% -$885K 0.21% 61
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 $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

Richmond Investment Services's LLY Position: Q2 2026 in Review

Richmond Investment Services reduced its Eli Lilly (LLY) stake by 61% in Q2 2026, selling an estimated $885K and leaving 563 shares worth $676K. The position accounts for 0.21% of the portfolio, ranked #61.

Richmond Investment Services first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Richmond Investment Services held 563 shares of Eli Lilly worth $676K as of Q2 2026.
  • Richmond Investment Services sold 866 Eli Lilly shares in Q2 2026, an estimated $885K.
  • Eli Lilly made up 0.21% of Richmond Investment Services's portfolio in Q2 2026, its #61 holding.
  • Richmond Investment Services first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's Eli Lilly position peaked at $1.36M in Q4 2025.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.