JT Stratford LLC
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JT Stratford LLC’s Eli Lilly LLY Stock Holding History

JT Stratford LLC’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 		$6.47M Buy
5,594
+727
+15% +$858K 0.69% 30
2026
Q2 		$5.84M Buy
4,867
+17
+0.4% +$17.4K 0.64% 35
2026
Q1 		$4.46M Buy
4,850
+428
+10% +$434K 0.57% 39
2025
Q4 		$4.75M Buy
4,422
+210
+5% +$201K 0.61% 33
2025
Q3 		$3.21M Buy
4,212
+898
+27% +$668K 0.43% 50
2025
Q2 		$2.58M Sell
3,314
-77
-2% -$59.8K 0.39% 50
2025
Q1 		$2.8M Sell
3,391
-345
-9% -$287K 0.5% 35
2024
Q4 		$2.88M Sell
3,736
-124
-3% -$103K 0.47% 37
2024
Q3 		$3.42M Sell
3,860
-332
-8% -$298K 0.58% 30
2024
Q2 		$3.8M Buy
4,192
+87
+2% +$69.6K 0.71% 27
2024
Q1 		$3.19M Sell
4,105
-406
-9% -$289K 0.64% 29
2023
Q4 		$2.63M Sell
4,511
-691
-13% -$403K 0.6% 35
2023
Q3 		$2.79M Sell
5,202
-479
-8% -$247K 0.72% 27
2023
Q2 		$2.66M Buy
5,681
+1,101
+24% +$462K 0.72% 30
2023
Q1 		$1.57M Sell
4,580
-129
-3% -$43.5K 0.45% 61
2022
Q4 		$1.72M Buy
+4,709
New +$1.67M 0.55% 48
2021
Q3 		– Sell
-944
Closed -$217K – 220
2021
Q2 		$217K Sell
944
-240
-20% -$48.2K 0.07% 196
2021
Q1 		$221K Buy
+1,184
New +$232K 0.08% 185
2020
Q3 		– Sell
-1,559
Closed -$256K – 166
2020
Q2 		$256K Buy
+1,559
New +$239K 0.13% 128

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JT Stratford LLC's LLY Position: Q3 2026 in Review

JT Stratford LLC increased its Eli Lilly (LLY) stake by 15% in Q3 2026, buying an estimated $858K and bringing the position to 5,594 shares worth $6.47M. The position accounts for 0.69% of the portfolio, ranked #30.

JT Stratford LLC first reported a position in LLY in Q2 2020 and has held it in 19 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • JT Stratford LLC held 5,594 shares of Eli Lilly worth $6.47M as of Q3 2026.
  • JT Stratford LLC bought 727 Eli Lilly shares in Q3 2026, an estimated $858K.
  • Eli Lilly made up 0.69% of JT Stratford LLC's portfolio in Q3 2026, its #30 holding.
  • JT Stratford LLC first reported a position in Eli Lilly in Q2 2020 and has held it in 19 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on JT Stratford LLC's 13F filing for Q3 2026, filed 13 Nov 2026.