Planned Solutions
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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
Q3 		$2.06M Sell
1,783
-52
-3% -$61.4K 0.57% 27
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 $104B AUM 51.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Planned Solutions's LLY Position: Q3 2026 in Review

Planned Solutions reduced its Eli Lilly (LLY) stake by 2.8% in Q3 2026, selling an estimated $61.4K and leaving 1,783 shares worth $2.06M. The position accounts for 0.57% of the portfolio, ranked #27.

Planned Solutions first reported a position in LLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Planned Solutions held 1,783 shares of Eli Lilly worth $2.06M as of Q3 2026.
  • Planned Solutions sold 52 Eli Lilly shares in Q3 2026, an estimated $61.4K.
  • Eli Lilly made up 0.57% of Planned Solutions's portfolio in Q3 2026, its #27 holding.
  • Planned Solutions first reported a position in Eli Lilly in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's Eli Lilly position peaked at $2.93M in Q2 2024.
  • 2,454 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.