Creative Planning’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $535M | Buy |
445,706
+25,071
| +6% | +$25.6M | 0.31% | 45 |
|
|
2026
Q1 | $387M | Buy |
420,635
+37,789
| +10% | +$38.3M | 0.26% | 48 |
|
|
2025
Q4 | $411M | Buy |
382,846
+29,765
| +8% | +$28.5M | 0.29% | 48 |
|
|
2025
Q3 | $269M | Buy |
353,081
+86,089
| +32% | +$64.1M | 0.21% | 53 |
|
|
2025
Q2 | $208M | Buy |
266,992
+9,016
| +3% | +$7.01M | 0.18% | 62 |
|
|
2025
Q1 | $213M | Buy |
257,976
+22,439
| +10% | +$18.7M | 0.2% | 59 |
|
|
2024
Q4 | $182M | Buy |
235,537
+7,011
| +3% | +$5.81M | 0.18% | 65 |
|
|
2024
Q3 | $202M | Sell |
228,526
-149
| -0.1% | -$134K | 0.2% | 59 |
|
|
2024
Q2 | $207M | Buy |
228,675
+9,007
| +4% | +$7.2M | 0.22% | 56 |
|
|
2024
Q1 | $171M | Buy |
219,668
+50,013
| +29% | +$35.6M | 0.19% | 59 |
|
|
2023
Q4 | $98.9M | Buy |
169,655
+7,806
| +5% | +$4.56M | 0.18% | 72 |
|
|
2023
Q3 | $86.9M | Buy |
161,849
+12,011
| +8% | +$6.19M | 0.12% | 86 |
|
|
2023
Q2 | $70.3M | Sell |
149,838
-2,989
| -2% | -$1.25M | 0.09% | 96 |
|
|
2023
Q1 | $52.5M | Sell |
152,827
-4,974
| -3% | -$1.68M | 0.08% | 112 |
|
|
2022
Q4 | $57.7M | Buy |
157,801
+10,068
| +7% | +$3.57M | 0.09% | 105 |
|
|
2022
Q3 | $47.8M | Sell |
147,733
-1,155
| -0.8% | -$366K | 0.08% | 98 |
|
|
2022
Q2 | $48.3M | Buy |
148,888
+24,622
| +20% | +$7.39M | 0.08% | 107 |
|
|
2022
Q1 | $35.6M | Buy |
124,266
+642
| +0.5% | +$165K | 0.06% | 134 |
|
|
2021
Q4 | $34.1M | Sell |
123,624
-6,822
| -5% | -$1.73M | 0.05% | 127 |
|
|
2021
Q3 | $30.1M | Buy |
130,446
+11,318
| +10% | +$2.79M | 0.05% | 136 |
|
|
2021
Q2 | $27.3M | Sell |
119,128
-249,590
| -68% | -$50.1M | 0.05% | 145 |
|
|
2021
Q1 | $68.9M | Sell |
368,718
-3,519
| -0.9% | -$688K | 0.14% | 69 |
|
|
2020
Q4 | $62.8M | Buy |
372,237
+23,132
| +7% | +$3.45M | 0.14% | 68 |
|
|
2020
Q3 | $51.7M | Buy |
349,105
+4,990
| +1% | +$772K | 0.13% | 69 |
|
|
2020
Q2 | $56.5M | Buy |
344,115
+3,139
| +0.9% | +$482K | 0.16% | 60 |
|
|
2020
Q1 | $47.3M | Sell |
340,976
-91,787
| -21% | -$12.6M | 0.17% | 56 |
|
|
2019
Q4 | $56.9M | Sell |
432,763
-41,106
| -9% | -$4.76M | 0.17% | 58 |
|
|
2019
Q3 | $53M | Sell |
473,869
-22,278
| -4% | -$2.48M | 0.17% | 59 |
|
|
2019
Q2 | $55M | Buy |
496,147
+58
| +0% | +$6.83K | 0.18% | 55 |
|
|
2019
Q1 | $64.4M | Buy |
496,089
+1,045
| +0.2% | +$127K | 0.23% | 44 |
|
|
2018
Q4 | $57.3M | Buy |
495,044
+3,731
| +0.8% | +$417K | 0.23% | 45 |
|
|
2018
Q3 | $52.7M | Sell |
491,313
-72,300
| -13% | -$7.23M | 0.2% | 51 |
|
|
2018
Q2 | $48.1M | Buy |
563,613
+4,455
| +0.8% | +$366K | 0.19% | 54 |
|
|
2018
Q1 | $43.3M | Buy |
559,158
+648
| +0.1% | +$52.2K | 0.18% | 55 |
|
|
2017
Q4 | $47.2M | Buy |
558,510
+141
| +0% | +$12K | 0.2% | 48 |
|
|
2017
Q3 | $47.8M | Buy |
558,369
+4,736
| +0.9% | +$388K | 0.22% | 46 |
|
|
2017
Q2 | $45.6M | Buy |
553,633
+474
| +0.1% | +$38.7K | 0.23% | 45 |
|
|
2017
Q1 | $46.5M | Sell |
553,159
-12,248
| -2% | -$981K | 0.25% | 42 |
|
|
2016
Q4 | $41.6M | Sell |
565,407
-7,204
| -1% | -$537K | 0.25% | 45 |
|
|
2016
Q3 | $46M | Buy |
572,611
+497,448
| +662% | +$39.8M | 0.29% | 38 |
|
|
2016
Q2 | $5.92M | Sell |
75,163
-649
| -0.9% | -$48.9K | 0.04% | 156 |
|
|
2016
Q1 | $5.46M | Sell |
75,812
-381
| -0.5% | -$28.8K | 0.04% | 153 |
|
|
2015
Q4 | $6.42M | Buy |
76,193
+7,649
| +11% | +$635K | 0.05% | 136 |
|
|
2015
Q3 | $5.74M | Buy |
68,544
+2,291
| +3% | +$193K | 0.05% | 145 |
|
|
2015
Q2 | $5.53M | Buy |
66,253
+3,508
| +6% | +$267K | 0.05% | 140 |
|
|
2015
Q1 | $4.56M | Buy |
62,745
+1,990
| +3% | +$142K | 0.04% | 156 |
|
|
2014
Q4 | $4.19M | Buy |
60,755
+2,868
| +5% | +$194K | 0.04% | 157 |
|
|
2014
Q3 | $3.75M | Buy |
57,887
+1,527
| +3% | +$96.7K | 0.04% | 156 |
|
|
2014
Q2 | $3.5M | Buy |
56,360
+2,583
| +5% | +$154K | 0.05% | 153 |
|
|
2014
Q1 | $3.17M | Sell |
53,777
-7,402
| -12% | -$413K | 0.05% | 140 |
|
|
2013
Q4 | $3.12M | Buy |
61,179
+7,938
| +15% | +$398K | 0.05% | 134 |
|
|
2013
Q3 | $2.68M | Buy |
53,241
+4,332
| +9% | +$227K | 0.05% | 122 |
|
|
2013
Q2 | $2.4M | Buy |
+48,909
| New | +$2.66M | 0.06% | 113 |
|
Other funds holding LLY
Creative Planning's LLY Position: Q2 2026 in Review
Creative Planning increased its Eli Lilly (LLY) stake by 6% in Q2 2026, buying an estimated $25.6M and bringing the position to 445,706 shares worth $535M. The position accounts for 0.31% of the portfolio, ranked #45.
Creative Planning first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Creative Planning held 445,706 shares of Eli Lilly worth $535M as of Q2 2026.
- Creative Planning bought 25,071 Eli Lilly shares in Q2 2026, an estimated $25.6M.
- Eli Lilly made up 0.31% of Creative Planning's portfolio in Q2 2026, its #45 holding.
- Creative Planning first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
- 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.