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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
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strata Wealth Advisors's LLY Position: Q2 2026 in Review

Strata Wealth Advisors increased its Eli Lilly (LLY) stake by 38% in Q2 2026, buying an estimated $129K and bringing the position to 459 shares worth $551K. The position accounts for 0.13% of the portfolio, ranked #53.

Strata Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Strata Wealth Advisors held 459 shares of Eli Lilly worth $551K as of Q2 2026.
  • Strata Wealth Advisors bought 126 Eli Lilly shares in Q2 2026, an estimated $129K.
  • Eli Lilly made up 0.13% of Strata Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Strata Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Strata Wealth Advisors's Eli Lilly position peaked at $1.04M in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.