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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Creative Planning's LLY Position: Q1 2026 in Review

Creative Planning increased its Eli Lilly (LLY) stake by 9.9% in Q1 2026, buying an estimated $38.3M and bringing the position to 420,635 shares worth $387M. The position accounts for 0.26% of the portfolio, ranked #48.

Creative Planning first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $411M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Creative Planning held 420,635 shares of Eli Lilly worth $387M as of Q1 2026.
  • Creative Planning bought 37,789 Eli Lilly shares in Q1 2026, an estimated $38.3M.
  • Eli Lilly made up 0.26% of Creative Planning's portfolio in Q1 2026, its #48 holding.
  • Creative Planning first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Eli Lilly position peaked at $411M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.