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Steward Partners Investment Advisory’s Eli Lilly LLY Stock Holding History

Steward Partners Investment Advisory’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 		$84.6M Buy
91,946
+13,067
+17% +$13.2M 0.43% 39
2025
Q4 		$84.8M Buy
78,879
+3,417
+5% +$3.27M 0.46% 36
2025
Q3 		$57.6M Sell
75,462
-2,434
-3% -$1.81M 0.33% 56
2025
Q2 		$60.7M Buy
77,896
+3,085
+4% +$2.4M 0.47% 34
2025
Q1 		$61.8M Buy
74,811
+2,589
+4% +$2.15M 0.55% 28
2024
Q4 		$55.8M Buy
72,222
+8,591
+14% +$7.11M 0.49% 34
2024
Q3 		$56.4M Buy
63,631
+2,722
+4% +$2.45M 0.52% 33
2024
Q2 		$55.1M Sell
60,909
-1,093
-2% -$874K 0.58% 28
2024
Q1 		$48.2M Buy
62,002
+3,107
+5% +$2.21M 0.53% 32
2023
Q4 		$34.3M Buy
58,895
+3,401
+6% +$1.99M 0.46% 43
2023
Q3 		$29.8M Sell
55,494
-4,860
-8% -$2.5M 0.46% 42
2023
Q2 		$28.3M Sell
60,354
-1,834
-3% -$769K 0.42% 46
2023
Q1 		$21.4M Buy
62,188
+5,716
+10% +$1.93M 0.34% 65
2022
Q4 		$20.7M Buy
56,472
+1,794
+3% +$636K 0.35% 60
2022
Q3 		$17.7M Buy
54,678
+6,337
+13% +$2.01M 0.33% 64
2022
Q2 		$15.7M Buy
48,341
+12,198
+34% +$3.66M 0.29% 81
2022
Q1 		$10.3M Buy
36,143
+648
+2% +$167K 0.16% 146
2021
Q4 		$9.8M Buy
35,495
+850
+2% +$215K 0.15% 152
2021
Q3 		$8.01M Sell
34,645
-3,322
-9% -$820K 0.14% 172
2021
Q2 		$8.71M Sell
37,967
-11,427
-23% -$2.3M 0.15% 149
2021
Q1 		$9.23M Buy
49,394
+21,052
+74% +$4.12M 0.16% 146
2020
Q4 		$4.79M Sell
28,342
-696
-2% -$104K 0.1% 201
2020
Q3 		$4.3M Buy
29,038
+2,035
+8% +$315K 0.11% 200
2020
Q2 		$4.43M Buy
27,003
+1,150
+4% +$177K 0.13% 179
2020
Q1 		$3.59M Sell
25,853
-329
-1% -$45.2K 0.13% 177
2019
Q4 		$3.44M Buy
26,182
+192
+0.7% +$22.3K 0.1% 207
2019
Q3 		$2.91M Buy
25,990
+805
+3% +$89.6K 0.1% 216
2019
Q2 		$2.79M Buy
25,185
+1,611
+7% +$190K 0.1% 202
2019
Q1 		$3.06M Buy
23,574
+2,528
+12% +$307K 0.13% 164
2018
Q4 		$2.44M Buy
21,046
+475
+2% +$53.1K 0.12% 194
2018
Q3 		$2.21M Buy
20,571
+7,732
+60% +$773K 0.11% 206
2018
Q2 		$1.1M Buy
12,839
+1,231
+11% +$101K 0.07% 278
2018
Q1 		$898K Sell
11,608
-152
-1% -$12.2K 0.06% 284
2017
Q4 		$993K Buy
11,760
+1,044
+10% +$88.8K 0.08% 232
2017
Q3 		$916K Buy
10,716
+772
+8% +$63.3K 0.09% 196
2017
Q2 		$818K Sell
9,944
-1,517
-13% -$124K 0.09% 202
2017
Q1 		$964K Sell
11,461
-52
-0.5% -$4.17K 0.15% 131
2016
Q4 		$846K Buy
+11,513
New +$857K 0.39% 56

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

Steward Partners Investment Advisory's LLY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eli Lilly (LLY) stake by 17% in Q1 2026, buying an estimated $13.2M and bringing the position to 91,946 shares worth $84.6M. The position accounts for 0.43% of the portfolio, ranked #39.

Steward Partners Investment Advisory first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $84.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Steward Partners Investment Advisory held 91,946 shares of Eli Lilly worth $84.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 13,067 Eli Lilly shares in Q1 2026, an estimated $13.2M.
  • Eli Lilly made up 0.43% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #39 holding.
  • Steward Partners Investment Advisory first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Eli Lilly position peaked at $84.8M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.