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Ritholtz Wealth Management’s Eli Lilly LLY Stock Holding History

Ritholtz Wealth Management’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 		$26.9M Buy
22,420
+271
+1% +$277K 0.4% 32
2026
Q1 		$20.4M Sell
22,149
-34
-0.2% -$34.5K 0.35% 39
2025
Q4 		$23.8M Sell
22,183
-833
-4% -$796K 0.44% 33
2025
Q3 		$17.6M Buy
23,016
+877
+4% +$653K 0.34% 36
2025
Q2 		$17.3M Buy
22,139
+1,065
+5% +$828K 0.38% 33
2025
Q1 		$17.4M Sell
21,074
-124
-0.6% -$103K 0.52% 31
2024
Q4 		$16.4M Sell
21,198
-8
-0% -$6.62K 0.48% 33
2024
Q3 		$18.8M Sell
21,206
-1,867
-8% -$1.68M 0.57% 25
2024
Q2 		$20.9M Sell
23,073
-211
-0.9% -$169K 0.69% 24
2024
Q1 		$18.1M Buy
23,284
+202
+0.9% +$144K 0.62% 25
2023
Q4 		$13.5M Sell
23,082
-1,564
-6% -$913K 0.52% 28
2023
Q3 		$13.2M Buy
24,646
+306
+1% +$158K 0.59% 27
2023
Q2 		$11.4M Buy
24,340
+661
+3% +$277K 0.51% 27
2023
Q1 		$8.13M Sell
23,679
-1,228
-5% -$414K 0.41% 28
2022
Q4 		$9.11M Sell
24,907
-1,783
-7% -$632K 0.51% 29
2022
Q3 		$8.63M Buy
26,690
+17,064
+177% +$5.41M 0.46% 26
2022
Q2 		$3.12M Buy
9,626
+1,860
+24% +$558K 0.2% 60
2022
Q1 		$2.22M Buy
7,766
+2,698
+53% +$694K 0.15% 81
2021
Q4 		$1.4M Buy
5,068
+1,009
+25% +$256K 0.09% 115
2021
Q3 		$938K Buy
4,059
+284
+8% +$70.1K 0.07% 154
2021
Q2 		$866K Buy
3,775
+776
+26% +$156K 0.06% 165
2021
Q1 		$560K Sell
2,999
-520
-15% -$102K 0.05% 189
2020
Q4 		$594K Buy
3,519
+93
+3% +$13.9K 0.06% 138
2020
Q3 		$507K Sell
3,426
-94
-3% -$14.5K 0.06% 131
2020
Q2 		$578K Buy
3,520
+1,301
+59% +$200K 0.07% 102
2020
Q1 		$308K Buy
+2,219
New +$305K 0.05% 101

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

Ritholtz Wealth Management's LLY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Eli Lilly (LLY) stake by 1.2% in Q2 2026, buying an estimated $277K and bringing the position to 22,420 shares worth $26.9M. The position accounts for 0.4% of the portfolio, ranked #32.

Ritholtz Wealth Management first reported a position in LLY in Q1 2020 and has held it in 26 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ritholtz Wealth Management held 22,420 shares of Eli Lilly worth $26.9M as of Q2 2026.
  • Ritholtz Wealth Management bought 271 Eli Lilly shares in Q2 2026, an estimated $277K.
  • Eli Lilly made up 0.4% of Ritholtz Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Ritholtz Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 26 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.