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Center for Financial Planning’s Eli Lilly LLY Stock Holding History

Center for Financial 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 		$1.19M Buy
995
+80
+9% +$81.7K 0.11% 65
2026
Q1 		$842K Buy
915
+129
+16% +$131K 0.09% 75
2025
Q4 		$845K Buy
786
+1
+0.1% +$956 0.09% 75
2025
Q3 		$599K Sell
785
-1
-0.1% -$744 0.06% 94
2025
Q2 		$613K Buy
786
+27
+4% +$21K 0.07% 89
2025
Q1 		$627K Sell
759
-55
-7% -$45.8K 0.08% 87
2024
Q4 		$628K Buy
814
+42
+5% +$34.8K 0.08% 83
2024
Q3 		$684K Buy
772
+11
+1% +$9.89K 0.09% 75
2024
Q2 		$689K Buy
761
+6
+0.8% +$4.8K 0.1% 71
2024
Q1 		$587K Buy
755
+282
+60% +$201K 0.09% 80
2023
Q4 		$276K Sell
473
-33
-7% -$19.3K 0.05% 120
2023
Q3 		$272K Buy
506
+106
+27% +$54.6K 0.06% 112
2023
Q2 		$188K Buy
400
+200
+100% +$83.9K 0.04% 135
2023
Q1 		$68.7K Hold
200
– – 0.02% 188
2022
Q4 		$73.2K Sell
200
-42
-17% -$14.9K 0.02% 187
2022
Q3 		$78K Buy
242
+35
+17% +$11.1K 0.02% 177
2022
Q2 		$67K Hold
207
– – 0.02% 195
2022
Q1 		$59K Hold
207
– – 0.01% 215
2021
Q4 		$57K Buy
207
+7
+4% +$1.77K 0.01% 216
2021
Q3 		$46K Hold
200
– – 0.01% 230
2021
Q2 		$46K Hold
200
– – 0.01% 230
2021
Q1 		$37K Hold
200
– – 0.01% 243
2020
Q4 		$34K Hold
200
– – 0.01% 237
2020
Q3 		$30K Hold
200
– – 0.01% 223
2020
Q2 		$33K Sell
200
-89
-31% -$13.7K 0.01% 216
2020
Q1 		$40K Buy
289
+89
+45% +$12.2K 0.01% 189
2019
Q4 		$26K Buy
+200
New +$23.2K 0.01% 240

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Center for Financial Planning's LLY Position: Q2 2026 in Review

Center for Financial Planning increased its Eli Lilly (LLY) stake by 8.7% in Q2 2026, buying an estimated $81.7K and bringing the position to 995 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #65.

Center for Financial Planning first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 1,554 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Center for Financial Planning held 995 shares of Eli Lilly worth $1.19M as of Q2 2026.
  • Center for Financial Planning bought 80 Eli Lilly shares in Q2 2026, an estimated $81.7K.
  • Eli Lilly made up 0.11% of Center for Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Center for Financial Planning first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.