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WealthPlan Investment Management’s Eli Lilly LLY Stock Holding History

WealthPlan Investment Management’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 		$12.9M Buy
10,779
+112
+1% +$114K 0.64% 43
2026
Q1 		$9.81M Buy
10,667
+4,712
+79% +$4.78M 0.55% 47
2025
Q4 		$6.4M Buy
5,955
+3,905
+190% +$3.73M 0.41% 73
2025
Q3 		$1.56M Sell
2,050
-1,275
-38% -$949K 0.1% 146
2025
Q2 		$2.59M Buy
3,325
+1,216
+58% +$945K 0.19% 109
2025
Q1 		$1.74M Buy
2,109
+200
+10% +$166K 0.17% 109
2024
Q4 		$1.47M Sell
1,909
-91
-5% -$75.3K 0.15% 116
2024
Q3 		$1.77M Buy
2,000
+6
+0.3% +$5.39K 0.18% 103
2024
Q2 		$1.81M Buy
1,994
+2
+0.1% +$1.6K 0.27% 77
2024
Q1 		$1.55M Sell
1,992
-80
-4% -$56.9K 0.24% 81
2023
Q4 		$1.21M Buy
2,072
+2
+0.1% +$1.17K 0.19% 90
2023
Q3 		$1.11M Hold
2,070
– – 0.2% 83
2023
Q2 		$971K Hold
2,070
– – 0.29% 75
2023
Q1 		$711K Sell
2,070
-1,622
-44% -$547K 0.12% 104
2022
Q4 		$1.29M Buy
3,692
+100
+3% +$35.5K 0.09% 161
2022
Q3 		$1.34M Buy
+3,592
New +$1.14M 0.1% 145
2022
Q1 		$941K Buy
+3,222
New +$829K 0.07% 179

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WealthPlan Investment Management's LLY Position: Q2 2026 in Review

WealthPlan Investment Management increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $114K and bringing the position to 10,779 shares worth $12.9M. The position accounts for 0.64% of the portfolio, ranked #43.

WealthPlan Investment Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WealthPlan Investment Management held 10,779 shares of Eli Lilly worth $12.9M as of Q2 2026.
  • WealthPlan Investment Management bought 112 Eli Lilly shares in Q2 2026, an estimated $114K.
  • Eli Lilly made up 0.64% of WealthPlan Investment Management's portfolio in Q2 2026, its #43 holding.
  • WealthPlan Investment Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.