Consolidated Planning Corp
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Consolidated Planning Corp’s Eli Lilly LLY Stock Holding History

Consolidated Planning Corp’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 		$1.71M Buy
1,475
+214
+17% +$253K 0.23% 66
2026
Q2 		$1.51M Buy
1,261
+27
+2% +$27.6K 0.2% 67
2026
Q1 		$1.13M Buy
1,234
+443
+56% +$449K 0.18% 77
2025
Q4 		$850K Sell
791
-266
-25% -$254K 0.09% 134
2025
Q3 		$806K Buy
1,057
+260
+33% +$193K 0.09% 133
2025
Q2 		$621K Sell
797
-296
-27% -$230K 0.08% 135
2025
Q1 		$903K Sell
1,093
-95
-8% -$79K 0.12% 114
2024
Q4 		$917K Sell
1,188
-4,066
-77% -$3.37M 0.12% 103
2024
Q3 		$4.65M Buy
5,254
+2,057
+64% +$1.85M 0.69% 53
2024
Q2 		$2.89M Buy
3,197
+2,031
+174% +$1.62M 0.48% 66
2024
Q1 		$907K Buy
1,166
+19
+2% +$13.5K 0.16% 91
2023
Q4 		$669K Buy
1,147
+141
+14% +$82.3K 0.12% 101
2023
Q3 		$540K Sell
1,006
-4
-0.4% -$2.06K 0.12% 104
2023
Q2 		$474K Buy
+1,010
New +$424K 0.1% 115
2021
Q4 		– Sell
-294
Closed -$68K – 278
2021
Q3 		$68K Buy
+294
New +$72.6K 0.04% 136

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Consolidated Planning Corp's LLY Position: Q3 2026 in Review

Consolidated Planning Corp increased its Eli Lilly (LLY) stake by 17% in Q3 2026, buying an estimated $253K and bringing the position to 1,475 shares worth $1.71M. The position accounts for 0.23% of the portfolio, ranked #66.

Consolidated Planning Corp first reported a position in LLY in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.65M in Q3 2024. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Consolidated Planning Corp held 1,475 shares of Eli Lilly worth $1.71M as of Q3 2026.
  • Consolidated Planning Corp bought 214 Eli Lilly shares in Q3 2026, an estimated $253K.
  • Eli Lilly made up 0.23% of Consolidated Planning Corp's portfolio in Q3 2026, its #66 holding.
  • Consolidated Planning Corp first reported a position in Eli Lilly in Q3 2021 and has held it in 15 quarters since.
  • Consolidated Planning Corp's Eli Lilly position peaked at $4.65M in Q3 2024.
  • 2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.