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Plan A Wealth’s Eli Lilly LLY Stock Holding History

Plan A Wealth’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
Q3 		$779K Buy
673
+13
+2% +$15.3K 0.28% 47
2026
Q2 		$792K Buy
660
+45
+7% +$46K 0.34% 43
2026
Q1 		$566K Buy
615
+41
+7% +$41.6K 0.27% 65
2025
Q4 		$617K Buy
574
+18
+3% +$17.2K 0.3% 56
2025
Q3 		$424K Buy
556
+104
+23% +$77.4K 0.22% 86
2025
Q2 		$352K Buy
452
+152
+51% +$118K 0.2% 98
2025
Q1 		$248K Buy
+300
New +$250K 0.19% 91

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Plan A Wealth's LLY Position: Q3 2026 in Review

Plan A Wealth increased its Eli Lilly (LLY) stake by 2% in Q3 2026, buying an estimated $15.3K and bringing the position to 673 shares worth $779K. The position accounts for 0.28% of the portfolio, ranked #47.

Plan A Wealth first reported a position in LLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $792K in Q2 2026. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Plan A Wealth held 673 shares of Eli Lilly worth $779K as of Q3 2026.
  • Plan A Wealth bought 13 Eli Lilly shares in Q3 2026, an estimated $15.3K.
  • Eli Lilly made up 0.28% of Plan A Wealth's portfolio in Q3 2026, its #47 holding.
  • Plan A Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's Eli Lilly position peaked at $792K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.