Strategic Planning Group’s Eli Lilly LLY Stock Holding History

Strategic 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 Q2	$30.7M	Buy	25,619 +1,663	+7%	+$1.7M	3.35%	9
2026 Q1	$22M	Buy	23,956 +15,824	+195%	+$16M	3.08%	11
2025 Q4	$8.74M	Buy	+8,132	New	+$7.78M	1.13%	30
2025 Q3	–	Sell	-453	Closed	-$354K	–	80
2025 Q2	$354K	Sell	453 -7,018	-94%	-$5.45M	0.06%	72
2025 Q1	$6.17M	Buy	7,471 +632	+9%	+$526K	1.21%	25
2024 Q4	$5.28M	Buy	6,839 +3,405	+99%	+$2.82M	0.97%	30
2024 Q3	$3.04M	Buy	3,434 +139	+4%	+$125K	0.6%	59
2024 Q2	$2.98M	Buy	3,295 +175	+6%	+$140K	0.65%	59
2024 Q1	$2.43M	Sell	3,120 -588	-16%	-$418K	0.61%	56
2023 Q4	$2.16M	Buy	+3,708	New	+$2.16M	0.72%	48

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Strategic Planning Group's LLY Position: Q2 2026 in Review

Strategic Planning Group increased its Eli Lilly (LLY) stake by 6.9% in Q2 2026, buying an estimated $1.7M and bringing the position to 25,619 shares worth $30.7M. The position accounts for 3.35% of the portfolio, ranked #9.

Strategic Planning Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 1,070 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Strategic Planning Group held 25,619 shares of Eli Lilly worth $30.7M as of Q2 2026.
Strategic Planning Group bought 1,663 Eli Lilly shares in Q2 2026, an estimated $1.7M.
Eli Lilly made up 3.35% of Strategic Planning Group's portfolio in Q2 2026, its #9 holding.
Strategic Planning Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
1,070 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.