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BFC Planning, Inc.’s Eli Lilly LLY Stock Holding History

BFC Planning, Inc.’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 		$16.4M Buy
13,646
+3,131
+30% +$3.2M 0.67% 21
2026
Q1 		$9.7M Buy
10,515
+191
+2% +$194K 0.43% 41
2025
Q4 		$11.1M Buy
10,324
+4,903
+90% +$4.69M 0.49% 36
2025
Q3 		$4.14M Buy
5,421
+267
+5% +$199K 0.3% 64
2025
Q2 		$4.02M Buy
5,154
+244
+5% +$190K 0.32% 60
2025
Q1 		$4.06M Sell
4,910
-206
-4% -$171K 0.36% 57
2024
Q4 		$3.95M Buy
+5,116
New +$4.24M 0.33% 58

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s LLY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Eli Lilly (LLY) stake by 30% in Q2 2026, buying an estimated $3.2M and bringing the position to 13,646 shares worth $16.4M. The position accounts for 0.67% of the portfolio, ranked #21.

BFC Planning, Inc. first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,658 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • BFC Planning, Inc. held 13,646 shares of Eli Lilly worth $16.4M as of Q2 2026.
  • BFC Planning, Inc. bought 3,131 Eli Lilly shares in Q2 2026, an estimated $3.2M.
  • Eli Lilly made up 0.67% of BFC Planning, Inc.'s portfolio in Q2 2026, its #21 holding.
  • BFC Planning, Inc. first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,658 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.