XY Planning Network
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XY Planning Network’s Eli Lilly LLY Stock Holding History

XY Planning Network’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 		$845K Buy
730
+275
+60% +$324K 0.09% 173
2026
Q2 		$546K Buy
455
+171
+60% +$175K 0.07% 200
2026
Q1 		$271K Buy
284
+47
+20% +$47.6K 0.04% 245
2025
Q4 		$255K Buy
+237
New +$227K 0.04% 234

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

XY Planning Network's LLY Position: Q3 2026 in Review

XY Planning Network increased its Eli Lilly (LLY) stake by 60% in Q3 2026, buying an estimated $324K and bringing the position to 730 shares worth $845K. The position accounts for 0.09% of the portfolio, ranked #173.

XY Planning Network first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • XY Planning Network held 730 shares of Eli Lilly worth $845K as of Q3 2026.
  • XY Planning Network bought 275 Eli Lilly shares in Q3 2026, an estimated $324K.
  • Eli Lilly made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #173 holding.
  • XY Planning Network first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.