Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
LLY holding history
Eli Lilly & Co in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LLY overviewAll 13F holders of LLYFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,273
- Value
- $13.5M
- % of portfolio
- 7.0%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,273 | $13.5M | 7.0% | +401+3.7% | Added | Holders |
| Q1 2026 | 10,872 | $10.0M | 6.1% | +8,372+334.9% | Added | Holders |
| Q4 2025 | 2,500 | $2.69M | 12.4% | −8,611−77.5% | Reduced | Holders |
| Q3 2025 | 11,111 | $8.48M | 5.2% | +583+5.5% | Added | Holders |
| Q2 2025 | 10,528 | $8.21M | 5.6% | +91+0.9% | Added | Holders |
| Q1 2025 | 10,437 | $8.62M | 6.4% | +534+5.4% | Added | Holders |
| Q4 2024 | 9,903 | $7.65M | 5.6% | – | No prior filing | Holders |