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Plante Moran Financial Advisors’s Eli Lilly LLY Stock Holding History

Plante Moran Financial Advisors’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 		$882K Sell
959
-600
-38% -$608K 0.06% 52
2025
Q4 		$1.68M Buy
1,559
+21
+1% +$20.1K 0.11% 26
2025
Q3 		$1.17M Sell
1,538
-218
-12% -$162K 0.07% 41
2025
Q2 		$1.37M Buy
1,756
+380
+28% +$295K 0.1% 36
2025
Q1 		$1.14M Buy
1,376
+78
+6% +$64.9K 0.1% 36
2024
Q4 		$1M Sell
1,298
-348
-21% -$288K 0.08% 45
2024
Q3 		$1.46M Buy
1,646
+1
+0.1% +$899 0.12% 34
2024
Q2 		$1.49M Buy
1,645
+105
+7% +$84K 0.15% 37
2024
Q1 		$1.2M Sell
1,540
-200
-11% -$142K 0.13% 40
2023
Q4 		$1.01M Buy
1,740
+222
+15% +$130K 0.11% 47
2023
Q3 		$815K Buy
1,518
+168
+12% +$86.6K 0.1% 47
2023
Q2 		$633K Sell
1,350
-8
-0.6% -$3.35K 0.07% 66
2023
Q1 		$466K Sell
1,358
-34
-2% -$11.5K 0.06% 86
2022
Q4 		$509K Sell
1,392
-52
-4% -$18.4K 0.07% 82
2022
Q3 		$467K Sell
1,444
-17
-1% -$5.39K 0.08% 82
2022
Q2 		$474K Buy
1,461
+94
+7% +$28.2K 0.08% 82
2022
Q1 		$391K Buy
1,367
+26
+2% +$6.69K 0.07% 104
2021
Q4 		$370K Sell
1,341
-111
-8% -$28.1K 0.06% 117
2021
Q3 		$335K Buy
1,452
+199
+16% +$49.1K 0.07% 132
2021
Q2 		$288K Sell
1,253
-111
-8% -$22.3K 0.07% 135
2021
Q1 		$255K Sell
1,364
-626
-31% -$122K 0.07% 143
2020
Q4 		$336K Buy
1,990
+735
+59% +$110K 0.1% 118
2020
Q3 		$186K Hold
1,255
– – 0.07% 163
2020
Q2 		$206K Sell
1,255
-363
-22% -$55.7K 0.08% 122
2020
Q1 		$224K Sell
1,618
-12
-0.7% -$1.65K 0.1% 105
2019
Q4 		$214K Sell
1,630
-264
-14% -$30.6K 0.07% 146
2019
Q3 		$212K Sell
1,894
-118
-6% -$13.1K 0.06% 153
2019
Q2 		$223K Buy
2,012
+139
+7% +$16.4K 0.07% 132
2019
Q1 		$243K Hold
1,873
– – 0.08% 131
2018
Q4 		$217K Sell
1,873
-15
-0.8% -$1.68K 0.08% 132
2018
Q3 		$203K Sell
1,888
-173
-8% -$17.3K 0.07% 147
2018
Q2 		$176K Sell
2,061
-70
-3% -$5.75K 0.09% 176
2018
Q1 		$165K Sell
2,131
-20
-0.9% -$1.61K 0.09% 171
2017
Q4 		$182K Buy
2,151
+19
+0.9% +$1.62K 0.1% 151
2017
Q3 		$182K Sell
2,132
-29
-1% -$2.38K 0.11% 141
2017
Q2 		$178K Buy
2,161
+88
+4% +$7.18K 0.11% 133
2017
Q1 		$174K Sell
2,073
-27
-1% -$2.16K 0.1% 140
2016
Q4 		$154K Buy
2,100
+15
+0.7% +$1.12K 0.1% 155
2016
Q3 		$167K Sell
2,085
-603
-22% -$48.3K 0.11% 138
2016
Q2 		$212K Sell
2,688
-102
-4% -$7.68K 0.15% 115
2016
Q1 		$201K Sell
2,790
-422
-13% -$31.9K 0.15% 108
2015
Q4 		$271K Sell
3,212
-139
-4% -$11.5K 0.2% 84
2015
Q3 		$280K Buy
3,351
+509
+18% +$43K 0.22% 83
2015
Q2 		$237K Sell
2,842
-149
-5% -$11.4K 0.17% 101
2015
Q1 		$217K Sell
2,991
-32
-1% -$2.28K 0.15% 106
2014
Q4 		$209K Sell
3,023
-350
-10% -$23.6K 0.15% 100
2014
Q3 		$219K Buy
3,373
+320
+10% +$20.3K 0.19% 89
2014
Q2 		$190K Buy
3,053
+1,165
+62% +$69.5K 0.17% 92
2014
Q1 		$111K Sell
1,888
-3,461
-65% -$193K 0.12% 108
2013
Q4 		$273K Buy
5,349
+2,621
+96% +$131K 0.15% 74
2013
Q3 		$137K Buy
2,728
+721
+36% +$37.7K 0.08% 89
2013
Q2 		$99K Buy
+2,007
New +$109K 0.07% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Plante Moran Financial Advisors's LLY Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Eli Lilly (LLY) stake by 38% in Q1 2026, selling an estimated $608K and leaving 959 shares worth $882K. The position accounts for 0.06% of the portfolio, ranked #52.

Plante Moran Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.68M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Plante Moran Financial Advisors held 959 shares of Eli Lilly worth $882K as of Q1 2026.
  • Plante Moran Financial Advisors sold 600 Eli Lilly shares in Q1 2026, an estimated $608K.
  • Eli Lilly made up 0.06% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Plante Moran Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Eli Lilly position peaked at $1.68M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.