RPGNY
LLY icon

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
Q2 		$958K Hold
799
– – 0.52% 39
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
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 (New York)'s LLY Position: Q2 2026 in Review

Retirement Planning Group (New York) held its Eli Lilly (LLY) position steady in Q2 2026 at 799 shares worth $958K. The position accounts for 0.52% of the portfolio, ranked #39.

Retirement Planning Group (New York) first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,628 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Retirement Planning Group (New York) held 799 shares of Eli Lilly worth $958K as of Q2 2026.
  • Retirement Planning Group (New York) left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.52% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #39 holding.
  • Retirement Planning Group (New York) first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,628 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.