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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
Q2 		$1.5M Buy
1,251
+513
+70% +$524K 0.23% 98
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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 $3.37T AUM 44.26% 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

Holistic Planning's LLY Position: Q2 2026 in Review

Holistic Planning increased its Eli Lilly (LLY) stake by 70% in Q2 2026, buying an estimated $524K and bringing the position to 1,251 shares worth $1.5M. The position accounts for 0.23% of the portfolio, ranked #98.

Holistic Planning first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Holistic Planning held 1,251 shares of Eli Lilly worth $1.5M as of Q2 2026.
  • Holistic Planning bought 513 Eli Lilly shares in Q2 2026, an estimated $524K.
  • Eli Lilly made up 0.23% of Holistic Planning's portfolio in Q2 2026, its #98 holding.
  • Holistic Planning first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.