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S.E.E.D. Planning Group’s Eli Lilly LLY Stock Holding History

S.E.E.D. Planning Group’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
Q3 		$252K Buy
+218
New +$257K 0.06% 95
2021
Q3 		– Sell
-1,000
Closed -$230K – 93
2021
Q2 		$230K Buy
+1,000
New +$201K 0.11% 76

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

S.E.E.D. Planning Group's LLY Position: Q3 2026 in Review

S.E.E.D. Planning Group opened a new position in Eli Lilly (LLY) in Q3 2026: 218 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #95 among its holdings. This is a return to the name: S.E.E.D. Planning Group previously reported a position in LLY as recently as Q2 2021.

S.E.E.D. Planning Group first reported a position in LLY in Q2 2021 and has held it in 2 quarters since. 960 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • S.E.E.D. Planning Group held 218 shares of Eli Lilly worth $252K as of Q3 2026.
  • Eli Lilly was a new S.E.E.D. Planning Group position in Q3 2026.
  • Eli Lilly made up 0.06% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #95 holding.
  • S.E.E.D. Planning Group first reported a position in Eli Lilly in Q2 2021 and has held it in 2 quarters since.
  • 960 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.