Planning Center Inc’s Eli Lilly LLY Stock Holding History

Planning Center Inc’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	$515K	Hold	560	–	–	0.05%	46
2025 Q4	$602K	Hold	560	–	–	0.06%	44
2025 Q3	$427K	Hold	560	–	–	0.04%	49
2025 Q2	$437K	Hold	560	–	–	0.05%	46
2025 Q1	$463K	Hold	560	–	–	0.05%	46
2024 Q4	$432K	Hold	560	–	–	0.05%	43
2024 Q3	$496K	Hold	560	–	–	0.06%	40
2024 Q2	$507K	Hold	560	–	–	0.07%	39
2024 Q1	$436K	Hold	560	–	–	0.09%	39
2023 Q4	$326K	Sell	560 -2	-0.4%	-$1.17K	0.08%	44
2023 Q3	$302K	Hold	562	–	–	0.08%	46
2023 Q2	$264K	Sell	562 -181	-24%	-$75.9K	0.07%	54
2023 Q1	$279K	Hold	743	–	–	0.08%	48
2022 Q4	$272K	Buy	+743	New	+$263K	0.08%	55

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Planning Center Inc's LLY Position: Q1 2026 in Review

Planning Center Inc held its Eli Lilly (LLY) position steady in Q1 2026 at 560 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #46.

Planning Center Inc first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $602K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Planning Center Inc held 560 shares of Eli Lilly worth $515K as of Q1 2026.
Planning Center Inc left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.05% of Planning Center Inc's portfolio in Q1 2026, its #46 holding.
Planning Center Inc first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Planning Center Inc's Eli Lilly position peaked at $602K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.