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Prism Planning Partners’s Eli Lilly LLY Stock Holding History

Prism Planning Partners’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 		– Sell
-131
Closed -$120K – 42
2026
Q1 		$120K Sell
131
-188
-59% -$191K 0.14% 39
2025
Q4 		$343K Buy
+319
New +$305K 0.38% 29

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 $3.37T AUM 44.26% 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

Prism Planning Partners's LLY Position: Q2 2026 in Review

Prism Planning Partners sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 131 shares — an estimated $120K sold.

Prism Planning Partners first reported a position in LLY in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prism Planning Partners reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Prism Planning Partners sold 131 Eli Lilly shares in Q2 2026, an estimated $120K.
  • Prism Planning Partners first reported a position in Eli Lilly in Q4 2025 and held it in 2 quarters.
  • Prism Planning Partners's Eli Lilly position peaked at $343K in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.