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Phillips Wealth Planners’s Eli Lilly LLY Stock Holding History

Phillips Wealth 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 		$685K Buy
554
+136
+33% +$139K 0.5% 58
2026
Q1 		$404K Buy
418
+102
+32% +$103K 0.3% 111
2025
Q4 		$341K Sell
316
-8
-2% -$7.65K 0.27% 122
2025
Q3 		$274K Buy
324
+60
+23% +$44.6K 0.23% 155
2025
Q2 		$205K Sell
264
-13
-5% -$10.1K 0.19% 186
2025
Q1 		$203K Sell
277
-25
-8% -$20.8K 0.21% 168
2024
Q4 		$242K Buy
302
+32
+12% +$26.5K 0.24% 148
2024
Q3 		$247K Sell
270
-1
-0.4% -$899 0.24% 155
2024
Q2 		$255K Buy
271
+3
+1% +$2.4K 0.27% 141
2024
Q1 		$200K Sell
268
-187
-41% -$133K 0.23% 171
2023
Q4 		$284K Sell
455
-106
-19% -$61.9K 0.34% 106
2023
Q3 		$331K Sell
561
-200
-26% -$103K 0.45% 86
2023
Q2 		$357K Sell
761
-57
-7% -$23.9K 0.47% 83
2023
Q1 		$332K Sell
818
-11
-1% -$3.71K 0.44% 87
2022
Q4 		$290K Buy
+829
New +$294K 0.51% 72

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

Phillips Wealth Planners's LLY Position: Q2 2026 in Review

Phillips Wealth Planners increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $139K and bringing the position to 554 shares worth $685K. The position accounts for 0.5% of the portfolio, ranked #58.

Phillips Wealth Planners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Phillips Wealth Planners held 554 shares of Eli Lilly worth $685K as of Q2 2026.
  • Phillips Wealth Planners bought 136 Eli Lilly shares in Q2 2026, an estimated $139K.
  • Eli Lilly made up 0.5% of Phillips Wealth Planners's portfolio in Q2 2026, its #58 holding.
  • Phillips Wealth Planners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.