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Capital & Planning LLC’s Eli Lilly LLY Stock Holding History

Capital & Planning LLC’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 		$13.5M Buy
11,273
+401
+4% +$410K 6.98% 6
2026
Q1 		$10M Buy
10,872
+8,372
+335% +$8.49M 6.07% 6
2025
Q4 		$2.69M Sell
2,500
-8,611
-77% -$8.23M 12.44% 5
2025
Q3 		$8.48M Buy
11,111
+583
+6% +$434K 5.24% 6
2025
Q2 		$8.21M Buy
10,528
+91
+0.9% +$70.7K 5.57% 6
2025
Q1 		$8.62M Buy
10,437
+534
+5% +$444K 6.4% 6
2024
Q4 		$7.65M Buy
+9,903
New +$8.2M 5.59% 6

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's LLY Position: Q2 2026 in Review

Capital & Planning LLC increased its Eli Lilly (LLY) stake by 3.7% in Q2 2026, buying an estimated $410K and bringing the position to 11,273 shares worth $13.5M. The position accounts for 6.98% of the portfolio, ranked #6.

Capital & Planning LLC first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Capital & Planning LLC held 11,273 shares of Eli Lilly worth $13.5M as of Q2 2026.
  • Capital & Planning LLC bought 401 Eli Lilly shares in Q2 2026, an estimated $410K.
  • Eli Lilly made up 6.98% of Capital & Planning LLC's portfolio in Q2 2026, its #6 holding.
  • Capital & Planning LLC first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.