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 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 Indiananapolis, Indiana $108B AUM 53.87% 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

Ridgewood Investments's LLY Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Eli Lilly (LLY) in Q1 2026: 490 shares worth $451K. The stake represents 0.18% of the portfolio and ranks #145 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in LLY as recently as Q3 2025.

Ridgewood Investments first reported a position in LLY in Q4 2016 and has held it in 16 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ridgewood Investments held 490 shares of Eli Lilly worth $451K as of Q1 2026.
Eli Lilly was a new Ridgewood Investments position in Q1 2026.
Eli Lilly made up 0.18% of Ridgewood Investments's portfolio in Q1 2026, its #145 holding.
Ridgewood Investments first reported a position in Eli Lilly in Q4 2016 and has held it in 16 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.