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Peak Retirement Planning’s Eli Lilly LLY Stock Holding History

Peak Retirement 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 		$6.06M Buy
5,056
+990
+24% +$1.01M 0.96% 22
2026
Q1 		$3.74M Buy
4,066
+3,423
+532% +$3.47M 0.75% 29
2025
Q4 		$691K Buy
643
+86
+15% +$82.2K 0.16% 89
2025
Q3 		$425K Buy
557
+9
+2% +$6.7K 0.12% 98
2025
Q2 		$427K Buy
548
+143
+35% +$111K 0.17% 85
2025
Q1 		$334K Buy
405
+117
+41% +$97.4K 0.19% 93
2024
Q4 		$223K Buy
+288
New +$238K 0.15% 94

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 Retirement Planning's LLY Position: Q2 2026 in Review

Peak Retirement Planning increased its Eli Lilly (LLY) stake by 24% in Q2 2026, buying an estimated $1.01M and bringing the position to 5,056 shares worth $6.06M. The position accounts for 0.96% of the portfolio, ranked #22.

Peak Retirement Planning first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,596 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Peak Retirement Planning held 5,056 shares of Eli Lilly worth $6.06M as of Q2 2026.
  • Peak Retirement Planning bought 990 Eli Lilly shares in Q2 2026, an estimated $1.01M.
  • Eli Lilly made up 0.96% of Peak Retirement Planning's portfolio in Q2 2026, its #22 holding.
  • Peak Retirement Planning first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,596 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.