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 Q2	$485K	Buy	405 +32	+9%	+$32.7K	0.17%	97
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifePlan Investment Advisors's LLY Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Eli Lilly (LLY) stake by 8.6% in Q2 2026, buying an estimated $32.7K and bringing the position to 405 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #97.

LifePlan Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LifePlan Investment Advisors held 405 shares of Eli Lilly worth $485K as of Q2 2026.
LifePlan Investment Advisors bought 32 Eli Lilly shares in Q2 2026, an estimated $32.7K.
Eli Lilly made up 0.17% of LifePlan Investment Advisors's portfolio in Q2 2026, its #97 holding.
LifePlan Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.