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Stonebridge Financial Planning Group’s Eli Lilly LLY Stock Holding History

Stonebridge Financial 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
Q1 		$1.46M Sell
1,589
-24
-1% -$24.3K 0.54% 61
2025
Q4 		$1.73M Sell
1,613
-50
-3% -$47.8K 0.63% 53
2025
Q3 		$1.27M Sell
1,663
-75
-4% -$55.8K 0.48% 65
2025
Q2 		$1.36M Sell
1,738
-25
-1% -$19.4K 0.57% 57
2025
Q1 		$1.46M Sell
1,763
-39
-2% -$32.5K 0.66% 47
2024
Q4 		$1.39M Buy
1,802
+109
+6% +$90.3K 0.62% 49
2024
Q3 		$1.5M Sell
1,693
-7
-0.4% -$6.29K 0.71% 44
2024
Q2 		$1.54M Buy
1,700
+322
+23% +$258K 0.77% 38
2024
Q1 		$1.07M Buy
1,378
+344
+33% +$245K 0.57% 50
2023
Q4 		$603K Buy
1,034
+594
+135% +$347K 0.35% 78
2023
Q3 		$236K Buy
+440
New +$227K 0.15% 126
2022
Q1 		– Sell
-170
Closed -$42K – 255
2021
Q4 		$42K Hold
170
– – 0.02% 227
2021
Q3 		$45K Hold
170
– – 0.02% 229
2021
Q2 		$40K Hold
170
– – 0.02% 232
2021
Q1 		$31K Hold
170
– – 0.02% 255
2020
Q4 		$29K Hold
170
– – 0.02% 240
2020
Q3 		$25K Hold
170
– – 0.02% 246
2020
Q2 		$28K Hold
170
– – 0.02% 227
2020
Q1 		$25K Buy
170
+70
+70% +$9.62K 0.02% 225
2019
Q4 		$13K Buy
+100
New +$11.6K 0.01% 272

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonebridge Financial Planning Group's LLY Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its Eli Lilly (LLY) stake by 1.5% in Q1 2026, selling an estimated $24.3K and leaving 1,589 shares worth $1.46M. The position accounts for 0.54% of the portfolio, ranked #61.

Stonebridge Financial Planning Group first reported a position in LLY in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.73M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Stonebridge Financial Planning Group held 1,589 shares of Eli Lilly worth $1.46M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 24 Eli Lilly shares in Q1 2026, an estimated $24.3K.
  • Eli Lilly made up 0.54% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #61 holding.
  • Stonebridge Financial Planning Group first reported a position in Eli Lilly in Q4 2019 and has held it in 20 quarters since.
  • Stonebridge Financial Planning Group's Eli Lilly position peaked at $1.73M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.