Quantum Financial Planning Services
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Quantum Financial Planning Services’s Eli Lilly LLY Stock Holding History

Quantum Financial Planning Services’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 		$2.59M Buy
2,237
+50
+2% +$59K 0.71% 12
2026
Q2 		$2.62M Buy
2,187
+4
+0.2% +$4.09K 0.81% 10
2026
Q1 		$2.01M Hold
2,183
– – 0.72% 12
2025
Q4 		$2.35M Buy
+2,183
New +$2.09M 0.85% 12

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Quantum Financial Planning Services's LLY Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Eli Lilly (LLY) stake by 2.3% in Q3 2026, buying an estimated $59K and bringing the position to 2,237 shares worth $2.59M. The position accounts for 0.71% of the portfolio, ranked #12.

Quantum Financial Planning Services first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q2 2026. 1,138 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Quantum Financial Planning Services held 2,237 shares of Eli Lilly worth $2.59M as of Q3 2026.
  • Quantum Financial Planning Services bought 50 Eli Lilly shares in Q3 2026, an estimated $59K.
  • Eli Lilly made up 0.71% of Quantum Financial Planning Services's portfolio in Q3 2026, its #12 holding.
  • Quantum Financial Planning Services first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Quantum Financial Planning Services's Eli Lilly position peaked at $2.62M in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.