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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LLY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Eli Lilly (LLY) stake by 7.2% in Q1 2026, selling an estimated $134K and leaving 1,692 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #163.

Retirement Planning Group (Kansas) first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 1,692 shares of Eli Lilly worth $1.56M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 132 Eli Lilly shares in Q1 2026, an estimated $134K.
  • Eli Lilly made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #163 holding.
  • Retirement Planning Group (Kansas) first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s Eli Lilly position peaked at $1.96M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.