PDS Planning’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.11M | Buy |
7,599
+293
| +4% | +$299K | 0.53% | 38 |
|
|
2026
Q1 | $6.72M | Sell |
7,306
-29
| -0.4% | -$29.4K | 0.44% | 40 |
|
|
2025
Q4 | $7.88M | Buy |
7,335
+341
| +5% | +$326K | 0.53% | 37 |
|
|
2025
Q3 | $5.34M | Sell |
6,994
-388
| -5% | -$289K | 0.37% | 44 |
|
|
2025
Q2 | $5.75M | Buy |
7,382
+660
| +10% | +$513K | 0.43% | 39 |
|
|
2025
Q1 | $5.55M | Buy |
6,722
+796
| +13% | +$662K | 0.47% | 39 |
|
|
2024
Q4 | $4.57M | Buy |
5,926
+74
| +1% | +$61.3K | 0.41% | 42 |
|
|
2024
Q3 | $5.18M | Buy |
5,852
+85
| +1% | +$76.4K | 0.46% | 39 |
|
|
2024
Q2 | $5.22M | Buy |
5,767
+702
| +14% | +$562K | 0.53% | 36 |
|
|
2024
Q1 | $3.94M | Buy |
5,065
+81
| +2% | +$57.6K | 0.41% | 40 |
|
|
2023
Q4 | $2.91M | Buy |
4,984
+9
| +0.2% | +$5.25K | 0.33% | 43 |
|
|
2023
Q3 | $2.67M | Buy |
4,975
+83
| +2% | +$42.8K | 0.35% | 45 |
|
|
2023
Q2 | $2.29M | Buy |
4,892
+261
| +6% | +$109K | 0.29% | 48 |
|
|
2023
Q1 | $1.59M | Buy |
4,631
+1,261
| +37% | +$425K | 0.22% | 55 |
|
|
2022
Q4 | $1.23M | Buy |
3,370
+15
| +0.4% | +$5.32K | 0.2% | 54 |
|
|
2022
Q3 | $1.08M | Buy |
3,355
+11
| +0.3% | +$3.48K | 0.2% | 51 |
|
|
2022
Q2 | $1.08M | Buy |
3,344
+278
| +9% | +$83.4K | 0.2% | 55 |
|
|
2022
Q1 | $878K | Buy |
3,066
+488
| +19% | +$126K | 0.15% | 66 |
|
|
2021
Q4 | $712K | Buy |
2,578
+18
| +0.7% | +$4.56K | 0.14% | 70 |
|
|
2021
Q3 | $591K | Buy |
2,560
+34
| +1% | +$8.39K | 0.14% | 77 |
|
|
2021
Q2 | $580K | Buy |
2,526
+541
| +27% | +$109K | 0.14% | 79 |
|
|
2021
Q1 | $371K | Sell |
1,985
-12
| -0.6% | -$2.35K | 0.11% | 100 |
|
|
2020
Q4 | $337K | Buy |
1,997
+110
| +6% | +$16.4K | 0.12% | 97 |
|
|
2020
Q3 | $279K | Buy |
1,887
+94
| +5% | +$14.5K | 0.11% | 100 |
|
|
2020
Q2 | $294K | Buy |
1,793
+259
| +17% | +$39.8K | 0.13% | 90 |
|
|
2020
Q1 | $213K | Buy |
1,534
+52
| +4% | +$7.14K | 0.14% | 87 |
|
|
2019
Q4 | $195K | Buy |
1,482
+6
| +0.4% | +$695 | 0.12% | 94 |
|
|
2019
Q3 | $165K | Sell |
1,476
-5
| -0.3% | -$557 | 0.11% | 91 |
|
|
2019
Q2 | $164K | Buy |
+1,481
| New | +$174K | 0.12% | 87 |
|
Other funds holding LLY
PDS Planning's LLY Position: Q2 2026 in Review
PDS Planning increased its Eli Lilly (LLY) stake by 4% in Q2 2026, buying an estimated $299K and bringing the position to 7,599 shares worth $9.11M. The position accounts for 0.53% of the portfolio, ranked #38.
PDS Planning first reported a position in LLY in Q2 2019 and has held it in 29 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- PDS Planning held 7,599 shares of Eli Lilly worth $9.11M as of Q2 2026.
- PDS Planning bought 293 Eli Lilly shares in Q2 2026, an estimated $299K.
- Eli Lilly made up 0.53% of PDS Planning's portfolio in Q2 2026, its #38 holding.
- PDS Planning first reported a position in Eli Lilly in Q2 2019 and has held it in 29 quarters since.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.