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Planned Solutions’s Eli Lilly LLY Stock Holding History

Planned Solutions’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 		$2.2M Sell
1,835
-25
-1% -$25.5K 0.63% 23
2026
Q1 		$1.71M Sell
1,860
-231
-11% -$234K 0.56% 26
2025
Q4 		$2.25M Sell
2,091
-99
-5% -$94.7K 0.72% 25
2025
Q3 		$1.67M Sell
2,190
-224
-9% -$167K 0.57% 25
2025
Q2 		$1.88M Sell
2,414
-156
-6% -$121K 0.72% 25
2025
Q1 		$2.12M Sell
2,570
-40
-2% -$33.3K 0.86% 21
2024
Q4 		$2.01M Sell
2,610
-303
-10% -$251K 0.81% 21
2024
Q3 		$2.58M Sell
2,913
-328
-10% -$295K 1.04% 17
2024
Q2 		$2.93M Sell
3,241
-339
-9% -$271K 1.42% 16
2024
Q1 		$2.79M Buy
3,580
+154
+4% +$110K 1.37% 16
2023
Q4 		$2M Sell
3,426
-417
-11% -$243K 0.93% 17
2023
Q3 		$2.06M Hold
3,843
– – 1.24% 15
2023
Q2 		$1.8M Sell
3,843
-145
-4% -$60.8K 1.07% 16
2023
Q1 		$1.37M Sell
3,988
-652
-14% -$220K 0.87% 17
2022
Q4 		$1.7M Hold
4,640
– – 1.24% 15
2022
Q3 		$1.5M Hold
4,640
– – 1.25% 18
2022
Q2 		$1.5M Hold
4,640
– – 1.41% 15
2022
Q1 		$1.33M Hold
4,640
– – 0.93% 18
2021
Q4 		$1.28M Buy
+4,640
New +$1.18M 0.86% 17
2021
Q2 		$1.2M Hold
5,205
– – 0.83% 17
2021
Q1 		$972K Sell
5,205
-80
-2% -$15.6K 0.76% 17
2020
Q4 		$892K Hold
5,285
– – 0.71% 15
2020
Q3 		$782K Buy
+5,285
New +$818K 0.76% 15

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planned Solutions's LLY Position: Q2 2026 in Review

Planned Solutions reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 1,835 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #23.

Planned Solutions first reported a position in LLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.93M in Q2 2024. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Planned Solutions held 1,835 shares of Eli Lilly worth $2.2M as of Q2 2026.
  • Planned Solutions sold 25 Eli Lilly shares in Q2 2026, an estimated $25.5K.
  • Eli Lilly made up 0.63% of Planned Solutions's portfolio in Q2 2026, its #23 holding.
  • Planned Solutions first reported a position in Eli Lilly in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Eli Lilly position peaked at $2.93M in Q2 2024.
  • 1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.