Ridgeline Wealth Planning’s Eli Lilly LLY Stock Holding History

Ridgeline Wealth Planning’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	$233K	Buy	+194	New	+$198K	0.15%	49

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ridgeline Wealth Planning's LLY Position: Q2 2026 in Review

Ridgeline Wealth Planning opened a new position in Eli Lilly (LLY) in Q2 2026: 194 shares worth $233K. The stake represents 0.15% of the portfolio and ranks #49 among its holdings.

2,378 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ridgeline Wealth Planning held 194 shares of Eli Lilly worth $233K as of Q2 2026.
Eli Lilly was a new Ridgeline Wealth Planning position in Q2 2026.
Eli Lilly made up 0.15% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #49 holding.
2,378 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.