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 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 Indiananapolis, Indiana $108B AUM 53.87% 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

Keener Financial Planning's LLY Position: Q1 2026 in Review

Keener Financial Planning held its Eli Lilly (LLY) position steady in Q1 2026 at 642 shares worth $590K. The position accounts for 0.25% of the portfolio, ranked #25.

Keener Financial Planning first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Keener Financial Planning held 642 shares of Eli Lilly worth $590K as of Q1 2026.
Keener Financial Planning left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.25% of Keener Financial Planning's portfolio in Q1 2026, its #25 holding.
Keener Financial Planning first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Eli Lilly position peaked at $689K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.