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Essential Planning’s Eli Lilly LLY Stock Holding History

Essential 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 		$3.42M Buy
2,850
+11
+0.4% +$11.2K 0.97% 23
2026
Q1 		$2.61M Sell
2,839
-6,885
-71% -$6.98M 0.83% 24
2025
Q4 		$10.4M Hold
9,724
– – 3.33% 6
2025
Q3 		$7.42M Sell
9,724
-1,273
-12% -$947K 2.55% 7
2025
Q2 		$8.57M Sell
10,997
-22
-0.2% -$17.1K 3.19% 6
2025
Q1 		$9.1M Sell
11,019
-705,062
-98% -$587M 3.67% 6
2024
Q4 		$594M Buy
716,081
+705,076
+6,407% +$584M 3.87% 5
2024
Q3 		$9.75M Sell
11,005
-1,261
-10% -$1.13M 4% 5
2024
Q2 		$11.1M Sell
12,266
-31
-0.3% -$24.8K 4.89% 5
2024
Q1 		$7.17M Hold
12,297
– – 3.59% 6
2023
Q4 		$7.17M Buy
12,297
+1
+0% +$584 3.62% 6
2023
Q3 		$6.6M Hold
12,296
– – 3.66% 5
2023
Q2 		$5.77M Sell
12,296
-42
-0.3% -$17.6K 3.29% 5
2023
Q1 		$4.17M Buy
12,338
+2
+0% +$675 2.53% 12
2022
Q4 		$3.93M Buy
+12,336
New +$4.37M 3.01% 9

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

Essential Planning's LLY Position: Q2 2026 in Review

Essential Planning increased its Eli Lilly (LLY) stake by 0.39% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,850 shares worth $3.42M. The position accounts for 0.97% of the portfolio, ranked #23.

Essential Planning first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $594M in Q4 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Essential Planning held 2,850 shares of Eli Lilly worth $3.42M as of Q2 2026.
  • Essential Planning bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.97% of Essential Planning's portfolio in Q2 2026, its #23 holding.
  • Essential Planning first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's Eli Lilly position peaked at $594M in Q4 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.