Spartan Planning & Wealth Management’s Eli Lilly LLY Stock Holding History

Spartan Planning & Wealth Management’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	$840K	Sell	914 -642	-41%	-$651K	0.62%	28
2025 Q4	$1.67M	Buy	+1,556	New	+$1.49M	1.23%	18
2025 Q2	–	Sell	-1,427	Closed	-$1.18M	–	83
2025 Q1	$1.18M	Buy	1,427 +683	+92%	+$568K	1.14%	22
2024 Q4	$574K	Buy	+744	New	+$616K	0.52%	37
2023 Q4	$747K	Buy	1,282 +547	+74%	+$319K	0.8%	23
2023 Q3	$395K	Buy	+735	New	+$379K	0.46%	32
2022 Q4	$463K	Sell	1,265 -86	-6%	-$30.5K	0.58%	28
2022 Q3	$437K	Buy	1,351 +723	+115%	+$229K	0.57%	18
2022 Q2	$204K	Buy	628 +350	+126%	+$105K	0.27%	33
2022 Q1	$80K	Buy	+278	New	+$71.5K	0.1%	72

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Spartan Planning & Wealth Management's LLY Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its Eli Lilly (LLY) stake by 41% in Q1 2026, selling an estimated $651K and leaving 914 shares worth $840K. The position accounts for 0.62% of the portfolio, ranked #28.

Spartan Planning & Wealth Management first reported a position in LLY in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Spartan Planning & Wealth Management held 914 shares of Eli Lilly worth $840K as of Q1 2026.
Spartan Planning & Wealth Management sold 642 Eli Lilly shares in Q1 2026, an estimated $651K.
Eli Lilly made up 0.62% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #28 holding.
Spartan Planning & Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's Eli Lilly position peaked at $1.67M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.