Planning Strategies Inc.’s Eli Lilly LLY Stock Holding History

Planning Strategies Inc.’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	$50.4K	Buy	+42	New	+$42.9K	0.03%	155

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planning Strategies Inc.'s LLY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Eli Lilly (LLY) in Q2 2026: 42 shares worth $50.4K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Planning Strategies Inc. held 42 shares of Eli Lilly worth $50.4K as of Q2 2026.
Eli Lilly was a new Planning Strategies Inc. position in Q2 2026.
Eli Lilly made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #155 holding.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.