Estate Planners Group’s Eli Lilly LLY Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-20	Closed	-$21.9K	–	265
2025 Q4	$21.9K	Buy	+20	New	+$19.1K	0.01%	201

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Estate Planners Group's LLY Position: Q1 2026 in Review

Estate Planners Group sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 20 shares — an estimated $21.9K sold.

Estate Planners Group first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $21.9K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Estate Planners Group reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 20 Eli Lilly shares in Q1 2026, an estimated $21.9K.
Estate Planners Group first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Eli Lilly position peaked at $21.9K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.