SFP
LLY icon

SwitchPoint Financial Planning’s Eli Lilly LLY Stock Holding History

SwitchPoint 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 		$314K Buy
341
+1
+0.3% +$1.01K 0.21% 49
2025
Q4 		$366K Buy
340
+26
+8% +$24.9K 0.26% 44
2025
Q3 		$240K Buy
314
+7
+2% +$5.21K 0.17% 55
2025
Q2 		$240K Buy
+307
New +$239K 0.2% 52

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

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

SwitchPoint Financial Planning increased its Eli Lilly (LLY) stake by 0.29% in Q1 2026, buying an estimated $1.01K and bringing the position to 341 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #49.

SwitchPoint Financial Planning first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • SwitchPoint Financial Planning held 341 shares of Eli Lilly worth $314K as of Q1 2026.
  • SwitchPoint Financial Planning bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
  • Eli Lilly made up 0.21% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #49 holding.
  • SwitchPoint Financial Planning first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • SwitchPoint Financial Planning's Eli Lilly position peaked at $366K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.