Meredith Wealth Planning’s Eli Lilly LLY Stock Holding History

Meredith Wealth 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	$418K	Sell	348 -7	-2%	-$7.15K	0.1%	55
2026 Q1	$327K	Sell	355 -1	-0.3%	-$1.01K	0.09%	56
2025 Q4	$382K	Buy	356 +1	+0.3%	+$956	0.11%	49
2025 Q3	$271K	Sell	355 -5	-1%	-$3.72K	0.09%	57
2025 Q2	$281K	Sell	360 -3	-0.8%	-$2.33K	0.1%	52
2025 Q1	$300K	Hold	363	–	–	0.13%	42
2024 Q4	$280K	Hold	363	–	–	0.12%	45
2024 Q3	$321K	Sell	363 -8	-2%	-$7.19K	0.15%	38
2024 Q2	$336K	Buy	371 +1	+0.3%	+$800	0.18%	35
2024 Q1	$288K	Sell	370 -36	-9%	-$25.6K	0.16%	35
2023 Q4	$237K	Hold	406	–	–	0.15%	40
2023 Q3	$218K	Buy	+406	New	+$209K	0.16%	39

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Meredith Wealth Planning's LLY Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Eli Lilly (LLY) stake by 2% in Q2 2026, selling an estimated $7.15K and leaving 348 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #55.

Meredith Wealth Planning first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Meredith Wealth Planning held 348 shares of Eli Lilly worth $418K as of Q2 2026.
Meredith Wealth Planning sold 7 Eli Lilly shares in Q2 2026, an estimated $7.15K.
Eli Lilly made up 0.1% of Meredith Wealth Planning's portfolio in Q2 2026, its #55 holding.
Meredith Wealth Planning first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.