Holistic Planning’s Eli Lilly LLY Stock Holding History

Holistic 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 Q1	$679K	Buy	738 +60	+9%	+$60.8K	0.14%	145
2025 Q4	$729K	Buy	678 +80	+13%	+$76.5K	0.16%	124
2025 Q3	$457K	Buy	598 +84	+16%	+$62.5K	0.12%	137
2025 Q2	$401K	Buy	514 +227	+79%	+$176K	0.11%	143
2025 Q1	$237K	Buy	+287	New	+$239K	0.08%	166
2024 Q4	–	Sell	-249	Closed	-$221K	–	177
2024 Q3	$221K	Sell	249 -19	-7%	-$17.1K	0.09%	142
2024 Q2	$208K	Hold	268	–	–	0.16%	111
2024 Q1	$208K	Buy	+268	New	+$191K	0.16%	112

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Holistic Planning's LLY Position: Q1 2026 in Review

Holistic Planning increased its Eli Lilly (LLY) stake by 8.8% in Q1 2026, buying an estimated $60.8K and bringing the position to 738 shares worth $679K. The position accounts for 0.14% of the portfolio, ranked #145.

Holistic Planning first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $729K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Holistic Planning held 738 shares of Eli Lilly worth $679K as of Q1 2026.
Holistic Planning bought 60 Eli Lilly shares in Q1 2026, an estimated $60.8K.
Eli Lilly made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #145 holding.
Holistic Planning first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
Holistic Planning's Eli Lilly position peaked at $729K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.