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Meramec Financial Planners’s Eli Lilly LLY Stock Holding History

Meramec Financial Planners’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 		$923K Buy
771
+631
+451% +$645K 0.34% 47
2026
Q1 		$129K Buy
140
+24
+21% +$24.3K 0.05% 142
2025
Q4 		$123K Buy
+116
New +$111K 0.05% 153

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

Meramec Financial Planners's LLY Position: Q2 2026 in Review

Meramec Financial Planners increased its Eli Lilly (LLY) stake by 451% in Q2 2026, buying an estimated $645K and bringing the position to 771 shares worth $923K. The position accounts for 0.34% of the portfolio, ranked #47.

Meramec Financial Planners first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,607 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Meramec Financial Planners held 771 shares of Eli Lilly worth $923K as of Q2 2026.
  • Meramec Financial Planners bought 631 Eli Lilly shares in Q2 2026, an estimated $645K.
  • Eli Lilly made up 0.34% of Meramec Financial Planners's portfolio in Q2 2026, its #47 holding.
  • Meramec Financial Planners first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,607 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.