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Prosperity Planning’s Eli Lilly LLY Stock Holding History

Prosperity Planning’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 		$619K Buy
535
+27
+5% +$31.9K 0.14% 78
2026
Q2 		$609K Hold
508
– – 0.14% 75
2026
Q1 		$467K Buy
508
+66
+15% +$66.9K 0.12% 79
2025
Q4 		$475K Buy
442
+12
+3% +$11.5K 0.12% 78
2025
Q3 		$328K Hold
430
– – 0.09% 92
2025
Q2 		$335K Buy
+430
New +$334K 0.1% 89

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Prosperity Planning's LLY Position: Q3 2026 in Review

Prosperity Planning increased its Eli Lilly (LLY) stake by 5.3% in Q3 2026, buying an estimated $31.9K and bringing the position to 535 shares worth $619K. The position accounts for 0.14% of the portfolio, ranked #78.

Prosperity Planning first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Prosperity Planning held 535 shares of Eli Lilly worth $619K as of Q3 2026.
  • Prosperity Planning bought 27 Eli Lilly shares in Q3 2026, an estimated $31.9K.
  • Eli Lilly made up 0.14% of Prosperity Planning's portfolio in Q3 2026, its #78 holding.
  • Prosperity Planning first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.