Creative Planning
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Creative Planning’s Eli Lilly LLY Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-200
Closed -$1K – 2000
2019
Q4 		$1K Buy
+200
New +$23.2K ﹤0.01% 1969
2014
Q4 		– Sell
-300
Closed -$2K – 4265
2014
Q3 		$2K Buy
+300
New +$19K ﹤0.01% 3673

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

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. 4,624 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.
  • 4,624 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.