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 Q3	$557K	Buy	481 +22	+5%	+$26K	0.13%	57
2026 Q2	$551K	Buy	459 +126	+38%	+$129K	0.13%	53
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 $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Strata Wealth Advisors's LLY Position: Q3 2026 in Review

Strata Wealth Advisors increased its Eli Lilly (LLY) stake by 4.8% in Q3 2026, buying an estimated $26K and bringing the position to 481 shares worth $557K. The position accounts for 0.13% of the portfolio, ranked #57.

Strata Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2024. 1,260 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Strata Wealth Advisors held 481 shares of Eli Lilly worth $557K as of Q3 2026.
Strata Wealth Advisors bought 22 Eli Lilly shares in Q3 2026, an estimated $26K.
Eli Lilly made up 0.13% of Strata Wealth Advisors's portfolio in Q3 2026, its #57 holding.
Strata Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Strata Wealth Advisors's Eli Lilly position peaked at $1.04M in Q1 2024.
1,260 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.