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WealthPLAN Partners’s Eli Lilly LLY Stock Holding History

WealthPLAN Partners’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 		$942K Sell
785
-15
-2% -$15.3K 0.18% 110
2026
Q1 		$736K Sell
800
-1,429
-64% -$1.45M 0.14% 132
2025
Q4 		$2.4M Sell
2,229
-994
-31% -$950K 0.36% 83
2025
Q3 		$2.46M Buy
3,223
+1,383
+75% +$1.03M 0.37% 88
2025
Q2 		$1.43M Sell
1,840
-158
-8% -$123K 0.23% 103
2025
Q1 		$1.65M Buy
1,998
+75
+4% +$62.4K 0.23% 99
2024
Q4 		$1.48M Buy
1,923
+155
+9% +$128K 0.21% 106
2024
Q3 		$1.57M Buy
1,768
+187
+12% +$168K 0.21% 107
2024
Q2 		$1.43M Buy
1,581
+3
+0.2% +$2.4K 0.15% 126
2024
Q1 		$1.23M Buy
1,578
+5
+0.3% +$3.56K 0.13% 144
2023
Q4 		$917K Hold
1,573
– – 0.09% 160
2023
Q3 		$845K Buy
1,573
+219
+16% +$113K 0.1% 155
2023
Q2 		$635K Sell
1,354
-190
-12% -$79.7K 0.09% 166
2023
Q1 		$530K Sell
1,544
-2,148
-58% -$724K 0.06% 187
2022
Q4 		$1.28M Buy
+3,692
New +$1.31M 0.09% 161
2022
Q1 		$941K Buy
3,222
+225
+8% +$57.9K 0.07% 179
2021
Q4 		$735K Buy
2,997
+766
+34% +$194K 0.05% 214
2021
Q3 		$547K Buy
2,231
+1,164
+109% +$287K 0.04% 242
2021
Q2 		$282K Buy
+1,067
New +$214K 0.02% 302
2017
Q2 		– Sell
-466
Closed -$39.9K – 323
2017
Q1 		$39.9K Buy
+466
New +$37.3K 0.14% 129
2016
Q3 		$54.7K Sell
675
-175
-21% -$14K 0.02% 319
2016
Q2 		$53.2K Buy
+850
New +$64K 0.01% 887
2015
Q4 		$50.8K Buy
+3,000
New +$249K 0.01% 620

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 Partners's LLY Position: Q2 2026 in Review

WealthPLAN Partners reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $15.3K and leaving 785 shares worth $942K. The position accounts for 0.18% of the portfolio, ranked #110.

WealthPLAN Partners first reported a position in LLY in Q4 2015 and has held it in 23 quarters since. The position peaked at $2.46M in Q3 2025. 1,778 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • WealthPLAN Partners held 785 shares of Eli Lilly worth $942K as of Q2 2026.
  • WealthPLAN Partners sold 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
  • Eli Lilly made up 0.18% of WealthPLAN Partners's portfolio in Q2 2026, its #110 holding.
  • WealthPLAN Partners first reported a position in Eli Lilly in Q4 2015 and has held it in 23 quarters since.
  • WealthPLAN Partners's Eli Lilly position peaked at $2.46M in Q3 2025.
  • 1,778 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.