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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ridgecrest Wealth Partners's LLY Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Eli Lilly (LLY) stake by 2.3% in Q1 2026, selling an estimated $20.3K and leaving 860 shares worth $791K. The position accounts for 0.44% of the portfolio, ranked #48.

Ridgecrest Wealth Partners first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $946K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ridgecrest Wealth Partners held 860 shares of Eli Lilly worth $791K as of Q1 2026.
Ridgecrest Wealth Partners sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.44% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #48 holding.
Ridgecrest Wealth Partners first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
Ridgecrest Wealth Partners's Eli Lilly position peaked at $946K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.