Ritter Daniher Financial Advisory’s Eli Lilly LLY Stock Holding History

Ritter Daniher Financial Advisory’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	$1.71M	Sell	1,429 -75	-5%	-$76.6K	0.26%	47
2026 Q1	$1.38M	Buy	1,504 +386	+35%	+$391K	0.23%	49
2025 Q4	$1.2M	Hold	1,118	–	–	0.2%	60
2025 Q3	$853K	Buy	1,118 +31	+3%	+$23.1K	0.15%	73
2025 Q2	$847K	Hold	1,087	–	–	0.21%	42
2025 Q1	$898K	Sell	1,087 -25	-2%	-$20.8K	0.24%	37
2024 Q4	$858K	Sell	1,112 -12	-1%	-$9.94K	0.24%	38
2024 Q3	$996K	Hold	1,124	–	–	0.29%	32
2024 Q2	$1.02M	Hold	1,124	–	–	0.32%	27
2024 Q1	$874K	Buy	1,124 +6	+0.5%	+$4.27K	0.29%	33
2023 Q4	$652K	Sell	1,118 -8	-0.7%	-$4.67K	0.24%	38
2023 Q3	$605K	Buy	1,126 +32	+3%	+$16.5K	0.26%	39
2023 Q2	$513K	Buy	1,094 +150	+16%	+$62.9K	0.21%	44
2023 Q1	$324K	Buy	944 +359	+61%	+$121K	0.14%	52
2022 Q4	$214K	Buy	585 +268	+85%	+$95K	0.1%	70
2022 Q3	$103K	Hold	317	–	–	0.07%	87
2022 Q2	$103K	Hold	317	–	–	0.07%	84
2022 Q1	$91K	Hold	317	–	–	0.06%	86
2021 Q4	$88K	Hold	317	–	–	0.06%	91
2021 Q3	$73K	Hold	317	–	–	0.05%	97
2021 Q2	$73K	Buy	+317	New	+$63.7K	0.05%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ritter Daniher Financial Advisory's LLY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Eli Lilly (LLY) stake by 5% in Q2 2026, selling an estimated $76.6K and leaving 1,429 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #47.

Ritter Daniher Financial Advisory first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 2,000 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ritter Daniher Financial Advisory held 1,429 shares of Eli Lilly worth $1.71M as of Q2 2026.
Ritter Daniher Financial Advisory sold 75 Eli Lilly shares in Q2 2026, an estimated $76.6K.
Eli Lilly made up 0.26% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #47 holding.
Ritter Daniher Financial Advisory first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
2,000 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.