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Financial Planning Hawaii’s Eli Lilly LLY Stock Holding History

Financial Planning Hawaii’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 		$676K Hold
563
– – 0.36% 68
2026
Q1 		$518K Hold
563
– – 0.31% 78
2025
Q4 		$605K Buy
+563
New +$538K 0.35% 72

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Financial Planning Hawaii's LLY Position: Q2 2026 in Review

Financial Planning Hawaii held its Eli Lilly (LLY) position steady in Q2 2026 at 563 shares worth $676K. The position accounts for 0.36% of the portfolio, ranked #68.

Financial Planning Hawaii first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Financial Planning Hawaii held 563 shares of Eli Lilly worth $676K as of Q2 2026.
  • Financial Planning Hawaii left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.36% of Financial Planning Hawaii's portfolio in Q2 2026, its #68 holding.
  • Financial Planning Hawaii first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.