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Defined Financial Planning’s Eli Lilly LLY Stock Holding History

Defined Financial 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
2025
Q3 		$482K Buy
570
+206
+57% +$153K 0.4% 34
2025
Q2 		$281K Sell
364
-57
-14% -$44.3K 0.25% 53
2025
Q1 		$339K Buy
421
+26
+7% +$21.6K 0.34% 46
2024
Q4 		$305K Buy
+395
New +$327K 0.33% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Defined Financial Planning's LLY Position: Q3 2025 in Review

Defined Financial Planning increased its Eli Lilly (LLY) stake by 57% in Q3 2025, buying an estimated $153K and bringing the position to 570 shares worth $482K. The position accounts for 0.4% of the portfolio, ranked #34.

Defined Financial Planning first reported a position in LLY in Q4 2024 and has held it in 4 quarters since. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Defined Financial Planning held 570 shares of Eli Lilly worth $482K as of Q3 2025.
  • Defined Financial Planning bought 206 Eli Lilly shares in Q3 2025, an estimated $153K.
  • Eli Lilly made up 0.4% of Defined Financial Planning's portfolio in Q3 2025, its #34 holding.
  • Defined Financial Planning first reported a position in Eli Lilly in Q4 2024 and has held it in 4 quarters since.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.