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Journey Retirement Planning & Investment Management’s Eli Lilly LLY Stock Holding History

Journey Retirement Planning & Investment Management’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 		$840K Sell
700
-33
-5% -$33.7K 0.65% 37
2026
Q1 		$675K Sell
733
-2,403
-77% -$2.44M 0.59% 50
2025
Q4 		$3.37M Buy
+3,136
New +$3M 0.69% 30

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's LLY Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Eli Lilly (LLY) stake by 4.5% in Q2 2026, selling an estimated $33.7K and leaving 700 shares worth $840K. The position accounts for 0.65% of the portfolio, ranked #37.

Journey Retirement Planning & Investment Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q4 2025. 2,690 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 700 shares of Eli Lilly worth $840K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 33 Eli Lilly shares in Q2 2026, an estimated $33.7K.
  • Eli Lilly made up 0.65% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #37 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Eli Lilly position peaked at $3.37M in Q4 2025.
  • 2,690 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.