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Cornerstone Planning Group’s Eli Lilly LLY Stock Holding History

Cornerstone Planning Group’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 		$523K Buy
450
+12
+3% +$12.3K 0.07% 100
2026
Q1 		$433K Buy
438
+57
+15% +$57.8K 0.06% 105
2025
Q4 		$390K Sell
381
-939
-71% -$898K 0.06% 98
2025
Q3 		$1.11M Buy
1,320
+53
+4% +$39.4K 0.18% 57
2025
Q2 		$971K Buy
1,267
+835
+193% +$649K 0.2% 35
2025
Q1 		$358K Buy
432
+325
+304% +$270K 0.09% 58
2024
Q4 		$86.5K Sell
107
-7
-6% -$5.8K 0.02% 121
2024
Q3 		$103K Sell
114
-12
-10% -$10.8K 0.03% 110
2024
Q2 		$97.7K Buy
126
+38
+43% +$30.4K 0.03% 137
2024
Q1 		$64.7K Sell
88
-1
-1% -$712 0.02% 149
2023
Q4 		$51.9K Buy
89
+3
+3% +$1.75K 0.02% 180
2023
Q3 		$46.2K Buy
86
+15
+21% +$7.73K 0.02% 191
2023
Q2 		$33.3K Buy
+71
New +$29.8K 0.01% 323
2022
Q4 		$112K Buy
+319
New +$113K 0.05% 146

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's LLY Position: Q2 2026 in Review

Cornerstone Planning Group increased its Eli Lilly (LLY) stake by 2.7% in Q2 2026, buying an estimated $12.3K and bringing the position to 450 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #100.

Cornerstone Planning Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q3 2025. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Cornerstone Planning Group held 450 shares of Eli Lilly worth $523K as of Q2 2026.
  • Cornerstone Planning Group bought 12 Eli Lilly shares in Q2 2026, an estimated $12.3K.
  • Eli Lilly made up 0.07% of Cornerstone Planning Group's portfolio in Q2 2026, its #100 holding.
  • Cornerstone Planning Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Eli Lilly position peaked at $1.11M in Q3 2025.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.