Financial Life Planners’s Eli Lilly LLY Stock Holding History

Financial Life Planners’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	$211K	Hold	176	–	–	0.14%	60
2026 Q1	$162K	Buy	+176	New	+$178K	0.12%	61
2025 Q4	–	Sell	-175	Closed	-$134K	–	201
2025 Q3	$134K	Sell	175 -1,027	-85%	-$764K	0.09%	77
2025 Q2	$937K	Sell	1,202 -281	-19%	-$218K	0.76%	20
2025 Q1	$1.22M	Sell	1,483 -19	-1%	-$15.8K	1.19%	15
2024 Q4	$1.16M	Buy	+1,502	New	+$1.24M	0.97%	16

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Financial Life Planners's LLY Position: Q2 2026 in Review

Financial Life Planners held its Eli Lilly (LLY) position steady in Q2 2026 at 176 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #60.

Financial Life Planners first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2025. 2,215 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Financial Life Planners held 176 shares of Eli Lilly worth $211K as of Q2 2026.
Financial Life Planners left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.14% of Financial Life Planners's portfolio in Q2 2026, its #60 holding.
Financial Life Planners first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Financial Life Planners's Eli Lilly position peaked at $1.22M in Q1 2025.
2,215 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.