LifePlan Investment Advisors’s Eli Lilly LLY Stock Holding History

LifePlan Investment Advisors’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	$343K	Buy	373 +3	+0.8%	+$3.04K	0.13%	99
2025 Q4	$397K	Buy	370 +15	+4%	+$14.3K	0.16%	87
2025 Q3	$271K	Buy	355 +48	+16%	+$35.7K	0.11%	94
2025 Q2	$240K	Sell	307 -5	-2%	-$3.88K	0.12%	100
2025 Q1	$258K	Sell	312 -6	-2%	-$4.99K	0.15%	85
2024 Q4	$246K	Buy	318 +14	+5%	+$11.6K	0.15%	86
2024 Q3	$269K	Hold	304	–	–	0.17%	78
2024 Q2	$275K	Buy	304 +6	+2%	+$4.8K	0.2%	74
2024 Q1	$232K	Buy	+298	New	+$212K	0.18%	73

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

LifePlan Investment Advisors's LLY Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Eli Lilly (LLY) stake by 0.81% in Q1 2026, buying an estimated $3.04K and bringing the position to 373 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #99.

LifePlan Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $397K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

LifePlan Investment Advisors held 373 shares of Eli Lilly worth $343K as of Q1 2026.
LifePlan Investment Advisors bought 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
Eli Lilly made up 0.13% of LifePlan Investment Advisors's portfolio in Q1 2026, its #99 holding.
LifePlan Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
LifePlan Investment Advisors's Eli Lilly position peaked at $397K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.