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Avantax Planning Partners’s Eli Lilly LLY Stock Holding History

Avantax Planning Partners’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 		$5.78M Buy
6,284
+230
+4% +$233K 0.16% 88
2025
Q4 		$6.51M Buy
6,054
+17
+0.3% +$16.3K 0.18% 82
2025
Q3 		$4.61M Buy
6,037
+463
+8% +$345K 0.13% 91
2025
Q2 		$4.35M Buy
5,574
+232
+4% +$180K 0.14% 92
2025
Q1 		$4.41M Buy
5,342
+538
+11% +$448K 0.16% 89
2024
Q4 		$3.71M Buy
4,804
+1,171
+32% +$970K 0.13% 95
2024
Q3 		$3.22M Sell
3,633
-1,141
-24% -$1.03M 0.12% 101
2024
Q2 		$4.32M Sell
4,774
-1,739
-27% -$1.39M 0.14% 91
2024
Q1 		$5.07M Buy
6,513
+426
+7% +$303K 0.16% 86
2023
Q4 		$3.55M Buy
6,087
+2,204
+57% +$1.29M 0.14% 82
2023
Q3 		$2.09M Buy
3,883
+1,261
+48% +$650K 0.09% 102
2023
Q2 		$1.23M Buy
2,622
+67
+3% +$28.1K 0.05% 148
2023
Q1 		$877K Buy
2,555
+29
+1% +$9.78K 0.04% 180
2022
Q4 		$924K Sell
2,526
-127
-5% -$45K 0.04% 171
2022
Q3 		$858K Sell
2,653
-15
-0.6% -$4.75K 0.04% 168
2022
Q2 		$865K Buy
2,668
+12
+0.5% +$3.6K 0.04% 171
2022
Q1 		$761K Buy
2,656
+6
+0.2% +$1.54K 0.03% 187
2021
Q4 		$732K Buy
2,650
+649
+32% +$165K 0.03% 185
2021
Q3 		$462K Buy
2,001
+261
+15% +$64.4K 0.02% 208
2021
Q2 		$399K Sell
1,740
-438
-20% -$88K 0.02% 221
2021
Q1 		$407K Sell
2,178
-43
-2% -$8.41K 0.02% 208
2020
Q4 		$375K Sell
2,221
-3,333
-60% -$498K 0.02% 202
2020
Q3 		$822K Sell
5,554
-59
-1% -$9.13K 0.04% 135
2020
Q2 		$922K Buy
5,613
+84
+2% +$12.9K 0.05% 124
2020
Q1 		$767K Buy
5,529
+33
+0.6% +$4.53K 0.05% 118
2019
Q4 		$722K Buy
5,496
+274
+5% +$31.8K 0.04% 138
2019
Q3 		$584K Sell
5,222
-1,386
-21% -$154K 0.04% 149
2019
Q2 		$737K Buy
6,608
+1,219
+23% +$144K 0.05% 132
2019
Q1 		$699K Buy
5,389
+294
+6% +$35.8K 0.05% 135
2018
Q4 		$590K Buy
5,095
+532
+12% +$59.4K 0.04% 131
2018
Q3 		$490K Buy
4,563
+300
+7% +$30K 0.04% 139
2018
Q2 		$364K Sell
4,263
-531
-11% -$43.6K 0.03% 158
2018
Q1 		$371K Sell
4,794
-1,002
-17% -$80.7K 0.03% 205
2017
Q4 		$490K Sell
5,796
-7,643
-57% -$650K 0.04% 172
2017
Q3 		$1.15M Sell
13,439
-163
-1% -$13.4K 0.09% 104
2017
Q2 		$1.12M Buy
13,602
+257
+2% +$21K 0.09% 99
2017
Q1 		$1.12M Sell
13,345
-6,188
-32% -$496K 0.1% 88
2016
Q4 		$1.44M Buy
+19,533
New +$1.45M 0.15% 63

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Planning Partners's LLY Position: Q1 2026 in Review

Avantax Planning Partners increased its Eli Lilly (LLY) stake by 3.8% in Q1 2026, buying an estimated $233K and bringing the position to 6,284 shares worth $5.78M. The position accounts for 0.16% of the portfolio, ranked #88.

Avantax Planning Partners first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.51M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Avantax Planning Partners held 6,284 shares of Eli Lilly worth $5.78M as of Q1 2026.
  • Avantax Planning Partners bought 230 Eli Lilly shares in Q1 2026, an estimated $233K.
  • Eli Lilly made up 0.16% of Avantax Planning Partners's portfolio in Q1 2026, its #88 holding.
  • Avantax Planning Partners first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Eli Lilly position peaked at $6.51M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.