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
2026 Q2	$51	Buy	+100	New	+$102K	﹤0.01%	4292

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 4,593 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.