SEC 13F Intelligence

Asset Planning,Inc / LLY

Asset Planning,Inc’s Eli Lilly & Co Position

Does Asset Planning,Inc own Eli Lilly & Co (LLY)? Yes — 13.5K shares worth $12M (+8.82% of its 13F portfolio) as of Q1 2026, down from 13.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
13.5K
% of Portfolio
+8.82%
Quarters Held
6
currently held

Position History LLY

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.5K$12M+8.82%
Q4 202513.5K$15M+10.20%
Q3 202513.8K$11M+7.62%
Q2 202514.0K$11M+8.21%
Q1 202514.0K$12M+9.09%
Q4 202414.3K$11M+8.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of LLY.