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Retirement Planning Group (Kansas)’s Eli Lilly LLY Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.32M Buy
1,938
+246
+15% +$251K 0.06% 140
2026
Q1 		$1.56M Sell
1,692
-132
-7% -$134K 0.05% 163
2025
Q4 		$1.96M Buy
1,824
+325
+22% +$311K 0.06% 121
2025
Q3 		$1.14M Buy
1,499
+1,130
+306% +$841K 0.04% 170
2025
Q2 		$287K Sell
369
-96
-21% -$74.6K 0.01% 266
2025
Q1 		$384K Buy
465
+101
+28% +$84K 0.02% 220
2024
Q4 		$281K Buy
364
+18
+5% +$14.9K 0.01% 245
2024
Q3 		$306K Buy
+346
New +$311K 0.02% 225

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

Retirement Planning Group (Kansas)'s LLY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $251K and bringing the position to 1,938 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #140.

Retirement Planning Group (Kansas) first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,938 shares of Eli Lilly worth $2.32M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 246 Eli Lilly shares in Q2 2026, an estimated $251K.
  • Eli Lilly made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #140 holding.
  • Retirement Planning Group (Kansas) first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.