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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Quantum Financial Planning Services's LLY Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Eli Lilly (LLY) stake by 0.18% in Q2 2026, buying an estimated $4.09K and bringing the position to 2,187 shares worth $2.62M. The position accounts for 0.81% of the portfolio, ranked #10.

Quantum Financial Planning Services first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Quantum Financial Planning Services held 2,187 shares of Eli Lilly worth $2.62M as of Q2 2026.
  • Quantum Financial Planning Services bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.81% of Quantum Financial Planning Services's portfolio in Q2 2026, its #10 holding.
  • Quantum Financial Planning Services first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.