EFP
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Elser Financial Planning’s Eli Lilly LLY Stock Holding History

Elser 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
2026
Q2 		$22.8M Sell
19,007
-6,817
-26% -$6.97M 0.99% 14
2026
Q1 		$24.3M Sell
25,824
-398
-2% -$403K 1.18% 12
2025
Q4 		$28.2M Buy
26,222
+6,374
+32% +$6.09M 20.38% 2
2025
Q3 		$16.3M Sell
19,848
-981
-5% -$730K 19.61% 1
2025
Q2 		$16.2M Buy
20,829
+119
+0.6% +$92.5K 20.25% 1
2025
Q1 		$17.1M Buy
20,710
+1,165
+6% +$969K 23.67% 1
2024
Q4 		$15.1M Sell
19,545
-282
-1% -$233K 0.9% 11
2024
Q3 		$17.6M Buy
19,827
+708
+4% +$637K 25.49% 1
2024
Q2 		$17.3M Buy
+19,119
New +$15.3M 2.89% 10

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

Elser Financial Planning's LLY Position: Q2 2026 in Review

Elser Financial Planning reduced its Eli Lilly (LLY) stake by 26% in Q2 2026, selling an estimated $6.97M and leaving 19,007 shares worth $22.8M. The position accounts for 0.99% of the portfolio, ranked #14.

Elser Financial Planning first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.2M in Q4 2025. 4,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Elser Financial Planning held 19,007 shares of Eli Lilly worth $22.8M as of Q2 2026.
  • Elser Financial Planning sold 6,817 Eli Lilly shares in Q2 2026, an estimated $6.97M.
  • Eli Lilly made up 0.99% of Elser Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Elser Financial Planning first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • Elser Financial Planning's Eli Lilly position peaked at $28.2M in Q4 2025.
  • 4,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.