Sterling Financial Planning’s Eli Lilly LLY Stock Holding History

Sterling Financial Planning’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	$715K	Hold	777	–	–	0.21%	58
2025 Q4	$835K	Sell	777 -7	-0.9%	-$6.69K	0.25%	56
2025 Q3	$598K	Hold	784	–	–	0.19%	65
2025 Q2	$611K	Sell	784 -14	-2%	-$10.9K	0.2%	63
2025 Q1	$659K	Buy	798 +32	+4%	+$26.6K	0.24%	58
2024 Q4	$591K	Sell	766 -39	-5%	-$32.3K	0.22%	63
2024 Q3	$713K	Sell	805 -39	-5%	-$35.1K	0.26%	57
2024 Q2	$764K	Sell	844 -19	-2%	-$15.2K	0.31%	55
2024 Q1	$671K	Buy	863 +6	+0.7%	+$4.27K	0.27%	58
2023 Q4	$500K	Buy	857 +20	+2%	+$11.7K	0.22%	68
2023 Q3	$450K	Hold	837	–	–	0.23%	66
2023 Q2	$393K	Hold	837	–	–	0.19%	71
2023 Q1	$287K	Hold	837	–	–	0.16%	78
2022 Q4	$306K	Sell	837 -14	-2%	-$4.96K	0.18%	76
2022 Q3	$275K	Hold	851	–	–	0.19%	74
2022 Q2	$276K	Hold	851	–	–	0.19%	74
2022 Q1	$244K	Hold	851	–	–	0.15%	84
2021 Q4	$235K	Hold	851	–	–	0.15%	86
2021 Q3	$197K	Sell	851 -95	-10%	-$23.4K	0.13%	87
2021 Q2	$217K	Hold	946	–	–	0.14%	79
2021 Q1	$177K	Hold	946	–	–	0.13%	83
2020 Q4	$160K	Buy	+946	New	+$141K	0.13%	84

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

Sterling Financial Planning's LLY Position: Q1 2026 in Review

Sterling Financial Planning held its Eli Lilly (LLY) position steady in Q1 2026 at 777 shares worth $715K. The position accounts for 0.21% of the portfolio, ranked #58.

Sterling Financial Planning first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $835K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sterling Financial Planning held 777 shares of Eli Lilly worth $715K as of Q1 2026.
Sterling Financial Planning left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.21% of Sterling Financial Planning's portfolio in Q1 2026, its #58 holding.
Sterling Financial Planning first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
Sterling Financial Planning's Eli Lilly position peaked at $835K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.