Ridgecrest Wealth Partners
LLY icon

Ridgecrest Wealth Partners’s Eli Lilly LLY Stock Holding History

Ridgecrest Wealth Partners’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 		$1.09M Buy
943
+59
+7% +$69.6K 0.5% 37
2026
Q2 		$1.06M Buy
884
+24
+3% +$24.5K 0.51% 38
2026
Q1 		$791K Sell
860
-20
-2% -$20.3K 0.44% 48
2025
Q4 		$946K Sell
880
-7
-0.8% -$6.69K 0.51% 40
2025
Q3 		$677K Buy
887
+3
+0.3% +$2.23K 0.31% 57
2025
Q2 		$689K Sell
884
-27
-3% -$21K 0.36% 51
2025
Q1 		$752K Hold
911
– – 0.39% 49
2024
Q4 		$703K Buy
911
+95
+12% +$78.7K 0.38% 50
2024
Q3 		$723K Sell
816
-40
-5% -$36K 0.38% 49
2024
Q2 		$775K Hold
856
– – 0.47% 42
2024
Q1 		$666K Hold
856
– – 0.4% 52
2023
Q4 		$499K Buy
856
+10
+1% +$5.84K 0.33% 57
2023
Q3 		$454K Hold
846
– – 0.32% 56
2023
Q2 		$397K Sell
846
-4
-0.5% -$1.68K 0.26% 62
2023
Q1 		$292K Hold
850
– – 0.21% 74
2022
Q4 		$311K Sell
850
-200
-19% -$70.9K 0.24% 67
2022
Q3 		$340K Sell
1,050
-100
-9% -$31.7K 0.28% 65
2022
Q2 		$373K Hold
1,150
– – 0.27% 63
2022
Q1 		$329K Sell
1,150
-370
-24% -$95.2K 0.21% 84
2021
Q4 		$420K Hold
1,520
– – 0.2% 84
2021
Q3 		$351K Buy
+1,520
New +$375K 0.19% 85

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

Ridgecrest Wealth Partners's LLY Position: Q3 2026 in Review

Ridgecrest Wealth Partners increased its Eli Lilly (LLY) stake by 6.7% in Q3 2026, buying an estimated $69.6K and bringing the position to 943 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #37.

Ridgecrest Wealth Partners first reported a position in LLY in Q3 2021 and has held it in 21 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Ridgecrest Wealth Partners held 943 shares of Eli Lilly worth $1.09M as of Q3 2026.
  • Ridgecrest Wealth Partners bought 59 Eli Lilly shares in Q3 2026, an estimated $69.6K.
  • Eli Lilly made up 0.5% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #37 holding.
  • Ridgecrest Wealth Partners first reported a position in Eli Lilly in Q3 2021 and has held it in 21 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.