PlanVest Financial
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PlanVest Financial’s Eli Lilly LLY Stock Holding History

PlanVest Financial’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 		$114K Buy
99
+25
+34% +$29.5K 0.07% 149
2026
Q2 		$88.8K Hold
74
– – 0.06% 164
2026
Q1 		$68.1K Buy
+74
New +$75K 0.05% 175

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PlanVest Financial's LLY Position: Q3 2026 in Review

PlanVest Financial increased its Eli Lilly (LLY) stake by 34% in Q3 2026, buying an estimated $29.5K and bringing the position to 99 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #149.

PlanVest Financial first reported a position in LLY in Q1 2026 and has held it in 3 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • PlanVest Financial held 99 shares of Eli Lilly worth $114K as of Q3 2026.
  • PlanVest Financial bought 25 Eli Lilly shares in Q3 2026, an estimated $29.5K.
  • Eli Lilly made up 0.07% of PlanVest Financial's portfolio in Q3 2026, its #149 holding.
  • PlanVest Financial first reported a position in Eli Lilly in Q1 2026 and has held it in 3 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.