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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
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 $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

Capital & Planning LLC's LLY Position: Q1 2026 in Review

Capital & Planning LLC increased its Eli Lilly (LLY) stake by 335% in Q1 2026, buying an estimated $8.49M and bringing the position to 10,872 shares worth $10M. The position accounts for 6.07% of the portfolio, ranked #6.

Capital & Planning LLC first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Capital & Planning LLC held 10,872 shares of Eli Lilly worth $10M as of Q1 2026.
  • Capital & Planning LLC bought 8,372 Eli Lilly shares in Q1 2026, an estimated $8.49M.
  • Eli Lilly made up 6.07% of Capital & Planning LLC's portfolio in Q1 2026, its #6 holding.
  • Capital & Planning LLC first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.