Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust LLY — ELI LILLY & CO

Ownership history in Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust  ·  3 quarters on record

AI Ownership Summary

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported ELI LILLY & CO (LLY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 4.32% in 2026 Q2. The latest visible filing shows LLY at 4.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's position in ELI LILLY & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LLY was reported at 4.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.32% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust fund profile Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust full holdings
How Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 13,432 -10,959 -44.9% 4.32% $16.1M 2026-07-28 $1218.91
2026 Q1 ADDED — — — 24,391 +12,552 +106.0% 3.34% $22.4M 2026-05-01 $960.30
2025 Q4 INITIATED — — — 11,839 — — 3.41% $12.7M 2026-02-10 $1020.07

🏢 Other funds also holding LLY

As of 2026 Q2 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% RASP WEALTH SOLUTIONS, LLC 67.76% Private Capital Advisors, Inc. 3Y 7Y 43.24% Bedel Financial Consulting, Inc. 3Y 7Y 36.97% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.51% Goelzer Investment Management, Inc. 3Y 7Y 28.1% Cascade Financial Partners, LLC 24.65% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 23.19% SAPIENT CAPITAL LLC 22.72% O'Neil Global Advisors, Inc. 3Y 21.37%

FAQ About Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported owning LLY?

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported LLY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported LLY position in Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's portfolio?

The largest reported portfolio weight for LLY was 4.32% in 2026 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q2, when Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported 13,432 shares, equal to 4.32% of portfolio, with an estimated market value of $16.1M.

What does the chart on this LLY ownership page compare?

The chart compares Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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