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CFC Planning Company’s Eli Lilly LLY Stock Holding History

CFC Planning Company’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
Q3 		$2.95M Buy
2,547
+888
+54% +$1.05M 1.58% 23
2026
Q2 		$1.99M Buy
1,659
+1
+0.1% +$1.02K 1.16% 32
2026
Q1 		$1.53M Buy
1,658
+402
+32% +$408K 1.09% 31
2025
Q4 		$1.35M Buy
1,256
+27
+2% +$25.8K 1.03% 31
2025
Q3 		$938K Buy
1,229
+20
+2% +$14.9K 0.77% 31
2025
Q2 		$943K Buy
1,209
+1
+0.1% +$777 0.89% 33
2025
Q1 		$998K Buy
1,208
+59
+5% +$49.1K 1.07% 33
2024
Q4 		$888K Buy
+1,149
New +$951K 0.95% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

CFC Planning Company's LLY Position: Q3 2026 in Review

CFC Planning Company increased its Eli Lilly (LLY) stake by 54% in Q3 2026, buying an estimated $1.05M and bringing the position to 2,547 shares worth $2.95M. The position accounts for 1.58% of the portfolio, ranked #23.

CFC Planning Company first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • CFC Planning Company held 2,547 shares of Eli Lilly worth $2.95M as of Q3 2026.
  • CFC Planning Company bought 888 Eli Lilly shares in Q3 2026, an estimated $1.05M.
  • Eli Lilly made up 1.58% of CFC Planning Company's portfolio in Q3 2026, its #23 holding.
  • CFC Planning Company first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.