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Peak Planning Group’s Eli Lilly LLY Stock Holding History

Peak Planning Group’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 		$1.54M Buy
1,286
+4
+0.3% +$4.09K 0.35% 43
2026
Q1 		$1.18M Buy
1,282
+9
+0.7% +$9.12K 0.33% 43
2025
Q4 		$1.37M Buy
+1,273
New +$1.22M 0.38% 37
2025
Q2 		– Sell
-1,274
Closed -$1.05M – 114
2025
Q1 		$1.05M Buy
1,274
+29
+2% +$24.1K 0.44% 41
2024
Q4 		$961K Buy
1,245
+2
+0.2% +$1.66K 0.4% 46
2024
Q3 		$1.1M Sell
1,243
-11
-0.9% -$9.89K 0.48% 39
2024
Q2 		$1.14M Buy
1,254
+53
+4% +$42.4K 0.56% 35
2024
Q1 		$934K Buy
1,201
+10
+0.8% +$7.12K 0.59% 33
2023
Q4 		$694K Buy
1,191
+15
+1% +$8.76K 0.5% 40
2023
Q3 		$632K Hold
1,176
– – 0.49% 43
2023
Q2 		$551K Hold
1,176
– – 0.41% 46
2023
Q1 		$404K Hold
1,176
– – 0.33% 52
2022
Q4 		$430K Buy
1,176
+1
+0.1% +$355 0.38% 53
2022
Q3 		$380K Buy
+1,175
New +$372K 0.35% 51

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

Peak Planning Group's LLY Position: Q2 2026 in Review

Peak Planning Group increased its Eli Lilly (LLY) stake by 0.31% in Q2 2026, buying an estimated $4.09K and bringing the position to 1,286 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #43.

Peak Planning Group first reported a position in LLY in Q3 2022 and has held it in 14 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peak Planning Group held 1,286 shares of Eli Lilly worth $1.54M as of Q2 2026.
  • Peak Planning Group bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.35% of Peak Planning Group's portfolio in Q2 2026, its #43 holding.
  • Peak Planning Group first reported a position in Eli Lilly in Q3 2022 and has held it in 14 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.