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 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 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

Consolidated Planning Corp's LLY Position: Q2 2026 in Review

Consolidated Planning Corp increased its Eli Lilly (LLY) stake by 2.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,261 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #67.

Consolidated Planning Corp first reported a position in LLY in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.65M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Consolidated Planning Corp held 1,261 shares of Eli Lilly worth $1.51M as of Q2 2026.
Consolidated Planning Corp bought 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
Eli Lilly made up 0.2% of Consolidated Planning Corp's portfolio in Q2 2026, its #67 holding.
Consolidated Planning Corp first reported a position in Eli Lilly in Q3 2021 and has held it in 14 quarters since.
Consolidated Planning Corp's Eli Lilly position peaked at $4.65M in Q3 2024.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.