Royal Fund Management
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Royal Fund Management’s Eli Lilly LLY Stock Holding History

Royal Fund 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
Q3 		$6.13M Buy
5,302
+161
+3% +$190K 0.49% 71
2026
Q2 		$6.17M Buy
5,141
+183
+4% +$187K 0.51% 71
2026
Q1 		$4.56M Buy
4,958
+273
+6% +$277K 0.43% 85
2025
Q4 		$5.03M Buy
4,685
+197
+4% +$188K 0.46% 76
2025
Q3 		$3.42M Buy
4,488
+283
+7% +$211K 0.41% 80
2025
Q2 		$3.28M Buy
4,205
+262
+7% +$204K 0.33% 106
2025
Q1 		$3.26M Buy
3,943
+153
+4% +$127K 0.36% 93
2024
Q4 		$2.93M Sell
3,790
-3,266
-46% -$2.7M 0.27% 111
2024
Q3 		$6.25M Buy
7,056
+3,825
+118% +$3.44M 0.37% 64
2024
Q2 		$2.93M Buy
3,231
+2,857
+764% +$2.29M 0.24% 96
2024
Q1 		$291K Buy
374
+7
+2% +$4.98K 0.03% 266
2023
Q4 		$214K Buy
+367
New +$214K 0.02% 268
2020
Q2 		– Sell
-707
Closed -$98K – 376
2020
Q1 		$98K Sell
707
-37
-5% -$5.08K 0.04% 189
2019
Q4 		$97K Hold
744
– – 0.02% 199
2019
Q3 		$83K Hold
744
– – 0.02% 200
2019
Q2 		$82K Buy
744
+1
+0.1% +$118 0.02% 199
2019
Q1 		$96K Sell
743
-8
-1% -$973 0.03% 165
2018
Q4 		$86K Hold
751
– – 0.03% 154
2018
Q3 		$80K Hold
751
– – 0.02% 161
2018
Q2 		$64K Hold
751
– – 0.02% 177
2018
Q1 		$58K Hold
751
– – 0.02% 187
2017
Q4 		$63K Sell
751
-60
-7% -$5.1K 0.02% 195
2017
Q3 		$69K Hold
811
– – 0.03% 145
2017
Q2 		$66K Sell
811
-535
-40% -$43.6K 0.03% 138
2017
Q1 		$113K Sell
1,346
-80
-6% -$6.41K 0.05% 99
2016
Q4 		$104K Buy
+1,426
New +$106K 0.06% 99

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Royal Fund Management's LLY Position: Q3 2026 in Review

Royal Fund Management increased its Eli Lilly (LLY) stake by 3.1% in Q3 2026, buying an estimated $190K and bringing the position to 5,302 shares worth $6.13M. The position accounts for 0.49% of the portfolio, ranked #71.

Royal Fund Management first reported a position in LLY in Q4 2016 and has held it in 26 quarters since. The position peaked at $6.25M in Q3 2024. 3,117 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Royal Fund Management held 5,302 shares of Eli Lilly worth $6.13M as of Q3 2026.
  • Royal Fund Management bought 161 Eli Lilly shares in Q3 2026, an estimated $190K.
  • Eli Lilly made up 0.49% of Royal Fund Management's portfolio in Q3 2026, its #71 holding.
  • Royal Fund Management first reported a position in Eli Lilly in Q4 2016 and has held it in 26 quarters since.
  • Royal Fund Management's Eli Lilly position peaked at $6.25M in Q3 2024.
  • 3,117 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.