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Journey Strategic Wealth’s Eli Lilly LLY Stock Holding History

Journey Strategic Wealth’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
Q1 		$6.87M Buy
7,471
+1,068
+17% +$1.08M 0.17% 38
2025
Q4 		$6.88M Buy
6,403
+908
+17% +$868K 0.18% 40
2025
Q3 		$4.19M Sell
5,495
-467
-8% -$348K 0.12% 58
2025
Q2 		$4.65M Buy
5,962
+2,484
+71% +$1.93M 0.15% 49
2025
Q1 		$2.87M Buy
3,478
+468
+16% +$389K 0.1% 63
2024
Q4 		$2.32M Buy
3,010
+92
+3% +$76.2K 0.09% 64
2024
Q3 		$2.59M Buy
2,918
+490
+20% +$441K 0.09% 57
2024
Q2 		$2.2M Buy
2,428
+171
+8% +$137K 0.09% 44
2024
Q1 		$1.76M Buy
2,257
+688
+44% +$490K 0.08% 47
2023
Q4 		$915K Sell
1,569
-42
-3% -$24.5K 0.04% 69
2023
Q3 		$865K Sell
1,611
-187
-10% -$96.4K 0.04% 66
2023
Q2 		$843K Sell
1,798
-147
-8% -$61.6K 0.04% 64
2023
Q1 		$668K Sell
1,945
-54
-3% -$18.2K 0.07% 83
2022
Q4 		$731K Sell
1,999
-53
-3% -$18.8K 0.09% 73
2022
Q3 		$664K Buy
2,052
+379
+23% +$120K 0.09% 53
2022
Q2 		$543K Hold
1,673
– – 0.07% 54
2022
Q1 		$479K Buy
1,673
+37
+2% +$9.52K 0.05% 54
2021
Q4 		$452K Buy
+1,636
New +$415K 0.05% 82

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Journey Strategic Wealth's LLY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Eli Lilly (LLY) stake by 17% in Q1 2026, buying an estimated $1.08M and bringing the position to 7,471 shares worth $6.87M. The position accounts for 0.17% of the portfolio, ranked #38.

Journey Strategic Wealth first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.88M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Journey Strategic Wealth held 7,471 shares of Eli Lilly worth $6.87M as of Q1 2026.
  • Journey Strategic Wealth bought 1,068 Eli Lilly shares in Q1 2026, an estimated $1.08M.
  • Eli Lilly made up 0.17% of Journey Strategic Wealth's portfolio in Q1 2026, its #38 holding.
  • Journey Strategic Wealth first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Eli Lilly position peaked at $6.88M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.