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Ridgewood Investments’s Eli Lilly LLY Stock Holding History

Ridgewood Investments’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 		$534K Sell
445
-45
-9% -$46K 0.2% 138
2026
Q1 		$451K Buy
+490
New +$497K 0.18% 145
2025
Q3 		$352K Buy
461
+83
+22% +$61.8K 0.15% 160
2025
Q2 		$295K Sell
378
-68
-15% -$52.8K 0.13% 170
2025
Q1 		$368K Buy
446
+19
+4% +$15.8K 0.17% 137
2024
Q4 		$330K Hold
427
– – 0.16% 141
2024
Q3 		$378K Buy
427
+12
+3% +$10.8K 0.19% 123
2024
Q2 		$375K Hold
415
– – 0.19% 133
2024
Q1 		$323K Hold
415
– – 0.17% 145
2023
Q4 		$242K Sell
415
-8
-2% -$4.67K 0.14% 154
2023
Q3 		$227K Hold
423
– – 0.15% 147
2023
Q2 		$198K Hold
423
– – 0.11% 169
2023
Q1 		$145K Buy
+423
New +$143K 0.09% 215
2017
Q4 		– Sell
-2,691
Closed -$230K – 148
2017
Q3 		$230K Sell
2,691
-84
-3% -$6.89K 0.22% 126
2017
Q2 		$228K Sell
2,775
-37
-1% -$3.02K 0.23% 123
2017
Q1 		$237K Sell
2,812
-6
-0.2% -$481 0.25% 113
2016
Q4 		$207K Buy
+2,818
New +$210K 0.24% 109

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

Ridgewood Investments's LLY Position: Q2 2026 in Review

Ridgewood Investments reduced its Eli Lilly (LLY) stake by 9.2% in Q2 2026, selling an estimated $46K and leaving 445 shares worth $534K. The position accounts for 0.2% of the portfolio, ranked #138.

Ridgewood Investments first reported a position in LLY in Q4 2016 and has held it in 17 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ridgewood Investments held 445 shares of Eli Lilly worth $534K as of Q2 2026.
  • Ridgewood Investments sold 45 Eli Lilly shares in Q2 2026, an estimated $46K.
  • Eli Lilly made up 0.2% of Ridgewood Investments's portfolio in Q2 2026, its #138 holding.
  • Ridgewood Investments first reported a position in Eli Lilly in Q4 2016 and has held it in 17 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.