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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
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 $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Financial Planning's LLY Position: Q2 2026 in Review

Welch Financial Planning increased its Eli Lilly (LLY) stake by 6.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 313 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #52.

Welch Financial Planning first reported a position in LLY in Q1 2026 and has held it in 2 quarters since. 2,854 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Welch Financial Planning held 313 shares of Eli Lilly worth $375K as of Q2 2026.
  • Welch Financial Planning bought 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.22% of Welch Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Welch Financial Planning first reported a position in Eli Lilly in Q1 2026 and has held it in 2 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.