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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
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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Plan Group Financial's LLY Position: Q1 2026 in Review

Plan Group Financial sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 190 shares — an estimated $204K sold.

Plan Group Financial first reported a position in LLY in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Plan Group Financial reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Plan Group Financial sold 190 Eli Lilly shares in Q1 2026, an estimated $204K.
  • Plan Group Financial first reported a position in Eli Lilly in Q1 2025 and held it in 2 quarters.
  • Plan Group Financial's Eli Lilly position peaked at $273K in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.