Plan Group Financial
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Plan Group Financial’s Eli Lilly LLY Stock Holding History

Plan Group Financial’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 		$466K Buy
363
+114
+46% +$135K 0.09% 127
2026
Q2 		$299K Buy
+249
New +$254K 0.06% 176
2026
Q1 		– Sell
-190
Closed -$204K – 237
2025
Q4 		$204K Buy
+190
New +$182K 0.05% 193
2025
Q2 		– Sell
-331
Closed -$273K – 170
2025
Q1 		$273K Buy
+331
New +$275K 0.1% 123

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Plan Group Financial's LLY Position: Q3 2026 in Review

Plan Group Financial increased its Eli Lilly (LLY) stake by 46% in Q3 2026, buying an estimated $135K and bringing the position to 363 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #127.

Plan Group Financial first reported a position in LLY in Q1 2025 and has held it in 4 quarters since. 1,633 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Plan Group Financial held 363 shares of Eli Lilly worth $466K as of Q3 2026.
  • Plan Group Financial bought 114 Eli Lilly shares in Q3 2026, an estimated $135K.
  • Eli Lilly made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #127 holding.
  • Plan Group Financial first reported a position in Eli Lilly in Q1 2025 and has held it in 4 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.