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Planning Alternatives’s Eli Lilly LLY Stock Holding History

Planning Alternatives’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 		$1.52M Buy
1,266
+284
+29% +$290K 0.16% 36
2026
Q1 		$903K Buy
982
+95
+11% +$96.3K 0.12% 46
2025
Q4 		$953K Buy
887
+296
+50% +$283K 0.12% 44
2025
Q3 		$451K Sell
591
-141
-19% -$105K 0.06% 57
2025
Q2 		$571K Sell
732
-148
-17% -$115K 0.08% 48
2025
Q1 		$727K Buy
880
+315
+56% +$262K 0.11% 35
2024
Q4 		$436K Buy
565
+6
+1% +$4.97K 0.07% 41
2024
Q3 		$495K Buy
559
+16
+3% +$14.4K 0.08% 38
2024
Q2 		$492K Buy
543
+96
+21% +$76.8K 0.08% 39
2024
Q1 		$348K Buy
447
+29
+7% +$20.6K 0.06% 39
2023
Q4 		$244K Buy
418
+3
+0.7% +$1.75K 0.04% 44
2023
Q3 		$223K Buy
+415
New +$214K 0.04% 43

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Alternatives's LLY Position: Q2 2026 in Review

Planning Alternatives increased its Eli Lilly (LLY) stake by 29% in Q2 2026, buying an estimated $290K and bringing the position to 1,266 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #36.

Planning Alternatives first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Planning Alternatives held 1,266 shares of Eli Lilly worth $1.52M as of Q2 2026.
  • Planning Alternatives bought 284 Eli Lilly shares in Q2 2026, an estimated $290K.
  • Eli Lilly made up 0.16% of Planning Alternatives's portfolio in Q2 2026, its #36 holding.
  • Planning Alternatives first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.