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 Q3	$39.7M	Buy	34,284 +8,665	+34%	+$10.2M	4.11%	5
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

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Strategic Planning Group's LLY Position: Q3 2026 in Review

Strategic Planning Group increased its Eli Lilly (LLY) stake by 34% in Q3 2026, buying an estimated $10.2M and bringing the position to 34,284 shares worth $39.7M. The position accounts for 4.11% of the portfolio, ranked #5.

Strategic Planning Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,633 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Strategic Planning Group held 34,284 shares of Eli Lilly worth $39.7M as of Q3 2026.
Strategic Planning Group bought 8,665 Eli Lilly shares in Q3 2026, an estimated $10.2M.
Eli Lilly made up 4.11% of Strategic Planning Group's portfolio in Q3 2026, its #5 holding.
Strategic Planning Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
1,633 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.