Strata Wealth Advisors’s Eli Lilly LLY Stock Holding History

Strata Wealth Advisors’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	$306K	Sell	333 -7	-2%	-$7.1K	0.08%	72
2025 Q4	$365K	Buy	+340	New	+$325K	0.1%	60
2025 Q3	–	Sell	-296	Closed	-$231K	–	103
2025 Q2	$231K	Sell	296 -115	-28%	-$89.4K	0.06%	74
2025 Q1	$340K	Sell	411 -232	-36%	-$193K	0.11%	58
2024 Q4	$496K	Sell	643 -15	-2%	-$12.4K	0.16%	50
2024 Q3	$583K	Buy	658 +35	+6%	+$31.5K	0.19%	46
2024 Q2	$564K	Sell	623 -711	-53%	-$569K	0.19%	41
2024 Q1	$1.04M	Buy	+1,334	New	+$949K	0.37%	30

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strata Wealth Advisors's LLY Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Eli Lilly (LLY) stake by 2.1% in Q1 2026, selling an estimated $7.1K and leaving 333 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #72.

Strata Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Strata Wealth Advisors held 333 shares of Eli Lilly worth $306K as of Q1 2026.
Strata Wealth Advisors sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.08% of Strata Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Strata Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
Strata Wealth Advisors's Eli Lilly position peaked at $1.04M in Q1 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.