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Fiduciary Planning’s Eli Lilly LLY Stock Holding History

Fiduciary 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
Q3 		$695K Sell
601
-7
-1% -$8.26K 0.18% 48
2026
Q2 		$729K Hold
608
– – 0.19% 46
2026
Q1 		$559K Hold
608
– – 0.17% 50
2025
Q4 		$653K Buy
608
+18
+3% +$17.2K 0.2% 48
2025
Q3 		$450K Buy
590
+6
+1% +$4.46K 0.14% 53
2025
Q2 		$455K Buy
584
+65
+13% +$50.5K 0.15% 52
2025
Q1 		$428K Buy
519
+16
+3% +$13.3K 0.14% 52
2024
Q4 		$389K Buy
+503
New +$416K 0.13% 56
2024
Q3 		– Sell
-318
Closed -$288K – 62
2024
Q2 		$288K Buy
+318
New +$254K 0.1% 53

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fiduciary Planning's LLY Position: Q3 2026 in Review

Fiduciary Planning reduced its Eli Lilly (LLY) stake by 1.2% in Q3 2026, selling an estimated $8.26K and leaving 601 shares worth $695K. The position accounts for 0.18% of the portfolio, ranked #48.

Fiduciary Planning first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $729K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fiduciary Planning held 601 shares of Eli Lilly worth $695K as of Q3 2026.
  • Fiduciary Planning sold 7 Eli Lilly shares in Q3 2026, an estimated $8.26K.
  • Eli Lilly made up 0.18% of Fiduciary Planning's portfolio in Q3 2026, its #48 holding.
  • Fiduciary Planning first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Planning's Eli Lilly position peaked at $729K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.