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Asset Planning Inc’s Eli Lilly LLY Stock Holding History

Asset Planning Inc’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 		$15.9M Sell
13,230
-261
-2% -$267K 10.27% 1
2026
Q1 		$12.4M Sell
13,491
-16
-0.1% -$16.2K 8.82% 2
2025
Q4 		$14.5M Sell
13,507
-292
-2% -$279K 10.2% 2
2025
Q3 		$10.5M Sell
13,799
-183
-1% -$136K 7.62% 3
2025
Q2 		$10.9M Sell
13,982
-48
-0.3% -$37.3K 8.21% 3
2025
Q1 		$11.6M Sell
14,030
-241
-2% -$201K 9.09% 3
2024
Q4 		$11M Buy
+14,271
New +$11.8M 8.39% 3

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Planning Inc's LLY Position: Q2 2026 in Review

Asset Planning Inc reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $267K and leaving 13,230 shares worth $15.9M. The position accounts for 10.27% of the portfolio, ranked #1.

Asset Planning Inc first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Asset Planning Inc held 13,230 shares of Eli Lilly worth $15.9M as of Q2 2026.
  • Asset Planning Inc sold 261 Eli Lilly shares in Q2 2026, an estimated $267K.
  • Eli Lilly made up 10.27% of Asset Planning Inc's portfolio in Q2 2026, its #1 holding.
  • Asset Planning Inc first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.