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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
Q2 		$1.79M Buy
1,490
+576
+63% +$589K 1.19% 21
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
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

Spartan Planning & Wealth Management's LLY Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Eli Lilly (LLY) stake by 63% in Q2 2026, buying an estimated $589K and bringing the position to 1,490 shares worth $1.79M. The position accounts for 1.19% of the portfolio, ranked #21.

Spartan Planning & Wealth Management first reported a position in LLY in Q1 2022 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Spartan Planning & Wealth Management held 1,490 shares of Eli Lilly worth $1.79M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 576 Eli Lilly shares in Q2 2026, an estimated $589K.
  • Eli Lilly made up 1.19% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Spartan Planning & Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.