Action Point Financial Planning’s Eli Lilly LLY Stock Holding History

Action Point Financial Planning’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	$534K	Buy	+455	New	+$465K	0.05%	252

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's LLY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eli Lilly (LLY) in Q2 2026: 455 shares worth $534K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings.

4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Action Point Financial Planning held 455 shares of Eli Lilly worth $534K as of Q2 2026.
Eli Lilly was a new Action Point Financial Planning position in Q2 2026.
Eli Lilly made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #252 holding.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.