Welch Financial Planning
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Welch Financial Planning’s Eli Lilly LLY Stock Holding History

Welch 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
Q3 		$532K Buy
460
+147
+47% +$173K 0.3% 43
2026
Q2 		$375K Buy
313
+20
+7% +$20.4K 0.22% 52
2026
Q1 		$269K Buy
+293
New +$297K 0.19% 58

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Welch Financial Planning's LLY Position: Q3 2026 in Review

Welch Financial Planning increased its Eli Lilly (LLY) stake by 47% in Q3 2026, buying an estimated $173K and bringing the position to 460 shares worth $532K. The position accounts for 0.3% of the portfolio, ranked #43.

Welch Financial Planning first reported a position in LLY in Q1 2026 and has held it in 3 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Welch Financial Planning held 460 shares of Eli Lilly worth $532K as of Q3 2026.
  • Welch Financial Planning bought 147 Eli Lilly shares in Q3 2026, an estimated $173K.
  • Eli Lilly made up 0.3% of Welch Financial Planning's portfolio in Q3 2026, its #43 holding.
  • Welch Financial Planning first reported a position in Eli Lilly in Q1 2026 and has held it in 3 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.