RiverFront Investment Group’s Eli Lilly LLY Stock Holding History

RiverFront Investment Group’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	$28.5M	Buy	30,939 +1,834	+6%	+$1.86M	0.44%	51
2025 Q4	$31.3M	Buy	29,105 +5,475	+23%	+$5.24M	0.52%	47
2025 Q3	$18M	Buy	23,630 +6,257	+36%	+$4.66M	0.32%	59
2025 Q2	$13.5M	Buy	17,373 +7,982	+85%	+$6.2M	0.26%	62
2025 Q1	$7.76M	Buy	9,391 +4,235	+82%	+$3.52M	0.17%	68
2024 Q4	$3.98M	Buy	5,156 +2,569	+99%	+$2.13M	0.09%	80
2024 Q3	$2.29M	Buy	2,587 +2,304	+814%	+$2.07M	0.05%	82
2024 Q2	$256K	Buy	+283	New	+$226K	0.01%	148
2021 Q3	–	Sell	-1,397	Closed	-$321K	–	117
2021 Q2	$321K	Buy	1,397 +239	+21%	+$48K	0.01%	80
2021 Q1	$216K	Sell	1,158 -292	-20%	-$57.1K	﹤0.01%	119
2020 Q4	$245K	Buy	+1,450	New	+$216K	0.01%	77

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

RiverFront Investment Group's LLY Position: Q1 2026 in Review

RiverFront Investment Group increased its Eli Lilly (LLY) stake by 6.3% in Q1 2026, buying an estimated $1.86M and bringing the position to 30,939 shares worth $28.5M. The position accounts for 0.44% of the portfolio, ranked #51.

RiverFront Investment Group first reported a position in LLY in Q4 2020 and has held it in 11 quarters since. The position peaked at $31.3M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

RiverFront Investment Group held 30,939 shares of Eli Lilly worth $28.5M as of Q1 2026.
RiverFront Investment Group bought 1,834 Eli Lilly shares in Q1 2026, an estimated $1.86M.
Eli Lilly made up 0.44% of RiverFront Investment Group's portfolio in Q1 2026, its #51 holding.
RiverFront Investment Group first reported a position in Eli Lilly in Q4 2020 and has held it in 11 quarters since.
RiverFront Investment Group's Eli Lilly position peaked at $31.3M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.