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Harbor Asset Planning’s Eli Lilly LLY Stock Holding History

Harbor Asset 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 		$240K Hold
200
– – 0.18% 95
2026
Q1 		$184K Hold
200
– – 0.16% 103
2025
Q4 		$215K Hold
200
– – 0.18% 89
2025
Q3 		$153K Hold
200
– – 0.14% 105
2025
Q2 		$156K Buy
+200
New +$155K 0.15% 100

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Harbor Asset Planning's LLY Position: Q2 2026 in Review

Harbor Asset Planning held its Eli Lilly (LLY) position steady in Q2 2026 at 200 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #95.

Harbor Asset Planning first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Harbor Asset Planning held 200 shares of Eli Lilly worth $240K as of Q2 2026.
  • Harbor Asset Planning left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.18% of Harbor Asset Planning's portfolio in Q2 2026, its #95 holding.
  • Harbor Asset Planning first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.