PlanWiser Financial’s Eli Lilly LLY Stock Holding History

PlanWiser 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 Q1	–	Sell	-196	Closed	-$211K	–	50
2025 Q4	$211K	Buy	+196	New	+$187K	0.16%	47

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

PlanWiser Financial's LLY Position: Q1 2026 in Review

PlanWiser Financial sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 196 shares — an estimated $211K sold.

PlanWiser Financial first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

PlanWiser Financial reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
PlanWiser Financial sold 196 Eli Lilly shares in Q1 2026, an estimated $211K.
PlanWiser Financial first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
PlanWiser Financial's Eli Lilly position peaked at $211K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.