Falcon Wealth Planning’s Eli Lilly LLY Stock Holding History

Falcon Wealth 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	$1.55M	Sell	1,288 -36	-3%	-$36.8K	0.1%	72
2026 Q1	$1.22M	Buy	1,324 +70	+6%	+$71K	0.08%	76
2025 Q4	$1.35M	Buy	1,254 +171	+16%	+$164K	0.11%	65
2025 Q3	$826K	Buy	1,083 +99	+10%	+$73.7K	0.07%	84
2025 Q2	$767K	Buy	984 +16	+2%	+$12.4K	0.08%	80
2025 Q1	$800K	Buy	968 +85	+10%	+$70.7K	0.09%	72
2024 Q4	$682K	Buy	883 +144	+19%	+$119K	0.08%	80
2024 Q3	$655K	Sell	739 -6	-0.8%	-$5.39K	0.08%	76
2024 Q2	$675K	Buy	745 +70	+10%	+$56K	0.09%	65
2024 Q1	$525K	Buy	675 +33	+5%	+$23.5K	0.08%	80
2023 Q4	$374K	Buy	+642	New	+$375K	0.07%	89

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Falcon Wealth Planning's LLY Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Eli Lilly (LLY) stake by 2.7% in Q2 2026, selling an estimated $36.8K and leaving 1,288 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #72.

Falcon Wealth Planning first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,651 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Falcon Wealth Planning held 1,288 shares of Eli Lilly worth $1.55M as of Q2 2026.
Falcon Wealth Planning sold 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
Eli Lilly made up 0.1% of Falcon Wealth Planning's portfolio in Q2 2026, its #72 holding.
Falcon Wealth Planning first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,651 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.