Total Wealth Planning, LLC / LLY
Total Wealth Planning, LLC’s Eli Lilly & Co Position
Does Total Wealth Planning, LLC own Eli Lilly & Co (LLY)? Not currently — the last reported position was 31.9K shares worth $24M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$24M
Q3 2025
Shares
31.9K
% of Portfolio
+2.82%
Quarters Held
2
position exited
Position History LLY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Total Wealth Planning, LLC’s full portfolio or all institutional holders of LLY.