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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
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

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

Plan A Wealth's LLY Position: Q2 2026 in Review

Plan A Wealth increased its Eli Lilly (LLY) stake by 7.3% in Q2 2026, buying an estimated $46K and bringing the position to 660 shares worth $792K. The position accounts for 0.34% of the portfolio, ranked #43.

Plan A Wealth first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Plan A Wealth held 660 shares of Eli Lilly worth $792K as of Q2 2026.
  • Plan A Wealth bought 45 Eli Lilly shares in Q2 2026, an estimated $46K.
  • Eli Lilly made up 0.34% of Plan A Wealth's portfolio in Q2 2026, its #43 holding.
  • Plan A Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.