Plancorp LLC’s Eli Lilly LLY Stock Holding History

Plancorp LLC’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	$13.4M	Sell	11,332 -69	-0.6%	-$70.5K	0.33%	34
2026 Q1	$10.7M	Sell	11,401 -27	-0.2%	-$27.4K	0.3%	36
2025 Q4	$12.3M	Sell	11,428 -118	-1%	-$113K	0.37%	28
2025 Q3	$8.81M	Sell	11,546 -1,287	-10%	-$958K	0.28%	41
2025 Q2	$10M	Buy	12,833 +10	+0.1%	+$7.77K	0.35%	34
2025 Q1	$10.6M	Buy	12,823 +237	+2%	+$197K	0.42%	29
2024 Q4	$9.72M	Buy	12,586 +129	+1%	+$107K	0.4%	28
2024 Q3	$11M	Buy	12,457 +21	+0.2%	+$18.9K	0.45%	29
2024 Q2	$11.3M	Buy	12,436 +83	+0.7%	+$66.4K	0.49%	26
2024 Q1	$9.61M	Buy	12,353 +176	+1%	+$125K	0.42%	30
2023 Q4	$7.1M	Buy	12,177 +105	+0.9%	+$61.3K	0.34%	31
2023 Q3	$6.48M	Sell	12,072 -81	-0.7%	-$41.7K	0.35%	30
2023 Q2	$5.7M	Sell	12,153 -8	-0.1%	-$3.35K	0.31%	31
2023 Q1	$4.18M	Buy	12,161 +41	+0.3%	+$13.8K	0.23%	42
2022 Q4	$4.43M	Sell	12,120 -9	-0.1%	-$3.19K	0.26%	39
2022 Q3	$3.92M	Sell	12,129 -32	-0.3%	-$10.1K	0.26%	37
2022 Q2	$3.94M	Sell	12,161 -207	-2%	-$62.1K	0.25%	37
2022 Q1	$3.54M	Buy	12,368 +167	+1%	+$43K	0.23%	41
2021 Q4	$3.37M	Buy	12,201 +162	+1%	+$41.1K	0.21%	40
2021 Q3	$2.78M	Sell	12,039 -66	-0.5%	-$16.3K	0.19%	44
2021 Q2	$2.78M	Buy	12,105 +8	+0.1%	+$1.61K	0.22%	42
2021 Q1	$2.26M	Sell	12,097 -87	-0.7%	-$17K	0.5%	45
2020 Q4	$2.06M	Sell	12,184 -65	-0.5%	-$9.71K	0.51%	44
2020 Q3	$1.81M	Buy	12,249 +1,592	+15%	+$246K	0.55%	39
2020 Q2	$1.75M	Buy	10,657 +207	+2%	+$31.8K	0.53%	43
2020 Q1	$1.45M	Buy	10,450 +449	+4%	+$61.7K	0.56%	40
2019 Q4	$1.31M	Buy	10,001 +161	+2%	+$18.7K	0.4%	50
2019 Q3	$1.1M	Sell	9,840 -27	-0.3%	-$3.01K	0.42%	45
2019 Q2	$1.09M	Buy	9,867 +3	+0%	+$353	0.43%	47
2019 Q1	$1.28M	Buy	9,864 +254	+3%	+$30.9K	0.48%	50
2018 Q4	$1.11M	Sell	9,610 -8	-0.1%	-$894	0.5%	48
2018 Q3	$1.03M	Sell	9,618 -1,612	-14%	-$161K	0.41%	55
2018 Q2	$958K	Buy	11,230 +125	+1%	+$10.3K	0.38%	58
2018 Q1	$859K	Sell	11,105 -2,171	-16%	-$175K	0.27%	62
2017 Q4	$1.12M	Buy	13,276 +1,993	+18%	+$170K	0.37%	53
2017 Q3	$964K	Buy	11,283 +24	+0.2%	+$1.97K	0.28%	57
2017 Q2	$927K	Buy	11,259 +110	+1%	+$8.97K	0.28%	60
2017 Q1	$938K	Buy	11,149 +1,461	+15%	+$117K	0.27%	58
2016 Q4	$712K	Buy	+9,688	New	+$721K	0.2%	68
2016 Q2	–	Sell	-4,001	Closed	-$288K	–	50
2016 Q1	$288K	Sell	4,001 -3,563	-47%	-$270K	0.35%	34
2015 Q4	$637K	Buy	7,564 +20	+0.3%	+$1.66K	0.76%	32
2015 Q3	$631K	Buy	7,544 +22	+0.3%	+$1.86K	0.57%	41
2015 Q2	$628K	Buy	7,522 +7	+0.1%	+$533	0.58%	32
2015 Q1	$546K	Buy	7,515 +24	+0.3%	+$1.71K	0.54%	47
2014 Q4	$517K	Sell	7,491 -1,711	-19%	-$115K	0.54%	34
2014 Q3	$597K	Buy	9,202 +1,761	+24%	+$111K	0.63%	37
2014 Q2	$463K	Sell	7,441 -1,763	-19%	-$105K	0.42%	40
2014 Q1	$542K	Buy	9,204 +817	+10%	+$45.6K	0.37%	54
2013 Q4	$428K	Buy	+8,387	New	+$420K	0.38%	55

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Plancorp LLC's LLY Position: Q2 2026 in Review

Plancorp LLC reduced its Eli Lilly (LLY) stake by 0.61% in Q2 2026, selling an estimated $70.5K and leaving 11,332 shares worth $13.4M. The position accounts for 0.33% of the portfolio, ranked #34.

Plancorp LLC first reported a position in LLY in Q4 2013 and has held it in 49 quarters since. 1,387 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Plancorp LLC held 11,332 shares of Eli Lilly worth $13.4M as of Q2 2026.
Plancorp LLC sold 69 Eli Lilly shares in Q2 2026, an estimated $70.5K.
Eli Lilly made up 0.33% of Plancorp LLC's portfolio in Q2 2026, its #34 holding.
Plancorp LLC first reported a position in Eli Lilly in Q4 2013 and has held it in 49 quarters since.
1,387 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.