Capital Planning’s Eli Lilly LLY Stock Holding History

Capital 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	$494K	Buy	412 +1	+0.2%	+$1.02K	0.14%	55
2026 Q1	$378K	Hold	411	–	–	0.12%	60
2025 Q4	$444K	Buy	411 +1	+0.2%	+$956	0.12%	61
2025 Q3	$313K	Hold	410	–	–	0.09%	68
2025 Q2	$320K	Hold	410	–	–	0.1%	60
2025 Q1	$338K	Sell	410 -71	-15%	-$59.1K	0.09%	77
2024 Q4	$371K	Buy	481 +65	+16%	+$53.8K	0.1%	72
2024 Q3	$368K	Buy	416 +79	+23%	+$71K	0.1%	70
2024 Q2	$305K	Hold	337	–	–	0.09%	67
2024 Q1	$262K	Buy	+337	New	+$240K	0.09%	75

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Planning's LLY Position: Q2 2026 in Review

Capital Planning increased its Eli Lilly (LLY) stake by 0.24% in Q2 2026, buying an estimated $1.02K and bringing the position to 412 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #55.

Capital Planning first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Capital Planning held 412 shares of Eli Lilly worth $494K as of Q2 2026.
Capital Planning bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
Eli Lilly made up 0.14% of Capital Planning's portfolio in Q2 2026, its #55 holding.
Capital Planning first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.