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

Retirement Planning Group (New York)’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	$735K	Buy	799 +2	+0.3%	+$2.03K	0.47%	41
2025 Q4	$857K	Hold	797	–	–	0.58%	35
2025 Q3	$608K	Buy	797 +83	+12%	+$61.8K	0.46%	41
2025 Q2	$557K	Buy	714 +8	+1%	+$6.22K	0.49%	39
2025 Q1	$583K	Buy	706 +2	+0.3%	+$1.66K	0.59%	35
2024 Q4	$544K	Buy	+704	New	+$583K	0.6%	31

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its Eli Lilly (LLY) stake by 0.25% in Q1 2026, buying an estimated $2.03K and bringing the position to 799 shares worth $735K. The position accounts for 0.47% of the portfolio, ranked #41.

Retirement Planning Group (New York) first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $857K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Retirement Planning Group (New York) held 799 shares of Eli Lilly worth $735K as of Q1 2026.
Retirement Planning Group (New York) bought 2 Eli Lilly shares in Q1 2026, an estimated $2.03K.
Eli Lilly made up 0.47% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #41 holding.
Retirement Planning Group (New York) first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Eli Lilly position peaked at $857K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.