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Keener Financial Planning’s Eli Lilly LLY Stock Holding History

Keener Financial 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 		$735K Sell
613
-29
-5% -$29.6K 0.26% 23
2026
Q1 		$590K Hold
642
– – 0.25% 25
2025
Q4 		$689K Sell
642
-22
-3% -$21K 0.3% 20
2025
Q3 		$506K Hold
664
– – 0.23% 26
2025
Q2 		$517K Hold
664
– – 0.26% 24
2025
Q1 		$548K Buy
664
+130
+24% +$108K 0.36% 19
2024
Q4 		$412K Hold
534
– – 0.24% 29
2024
Q3 		$473K Hold
534
– – 0.31% 24
2024
Q2 		$483K Hold
534
– – 0.32% 24
2024
Q1 		$416K Hold
534
– – 0.29% 25
2023
Q4 		$311K Buy
+534
New +$312K 0.24% 27

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

Keener Financial Planning's LLY Position: Q2 2026 in Review

Keener Financial Planning reduced its Eli Lilly (LLY) stake by 4.5% in Q2 2026, selling an estimated $29.6K and leaving 613 shares worth $735K. The position accounts for 0.26% of the portfolio, ranked #23.

Keener Financial Planning first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Keener Financial Planning held 613 shares of Eli Lilly worth $735K as of Q2 2026.
  • Keener Financial Planning sold 29 Eli Lilly shares in Q2 2026, an estimated $29.6K.
  • Eli Lilly made up 0.26% of Keener Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Keener Financial Planning first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.