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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
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 $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

CFC Planning Company's LLY Position: Q1 2026 in Review

CFC Planning Company increased its Eli Lilly (LLY) stake by 32% in Q1 2026, buying an estimated $408K and bringing the position to 1,658 shares worth $1.53M. The position accounts for 1.09% of the portfolio, ranked #31.

CFC Planning Company first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • CFC Planning Company held 1,658 shares of Eli Lilly worth $1.53M as of Q1 2026.
  • CFC Planning Company bought 402 Eli Lilly shares in Q1 2026, an estimated $408K.
  • Eli Lilly made up 1.09% of CFC Planning Company's portfolio in Q1 2026, its #31 holding.
  • CFC Planning Company first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.