Strategic Family Wealth Counselors’s Eli Lilly LLY Stock Holding History

Strategic Family Wealth Counselors’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	$398K	Sell	433 -1,246	-74%	-$1.26M	0.1%	110
2025 Q4	$1.75M	Buy	1,679 +1,410	+524%	+$1.35M	0.39%	59
2025 Q3	$205K	Buy	269 +6	+2%	+$4.46K	0.05%	148
2025 Q2	$205K	Sell	263 -46	-15%	-$35.7K	0.06%	139
2025 Q1	$255K	Buy	309 +38	+14%	+$31.6K	0.08%	124
2024 Q4	$209K	Buy	+271	New	+$224K	0.07%	126

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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 $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's LLY Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Eli Lilly (LLY) stake by 74% in Q1 2026, selling an estimated $1.26M and leaving 433 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #110.

Strategic Family Wealth Counselors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2025. 4,360 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Strategic Family Wealth Counselors held 433 shares of Eli Lilly worth $398K as of Q1 2026.
Strategic Family Wealth Counselors sold 1,246 Eli Lilly shares in Q1 2026, an estimated $1.26M.
Eli Lilly made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #110 holding.
Strategic Family Wealth Counselors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Strategic Family Wealth Counselors's Eli Lilly position peaked at $1.75M in Q4 2025.
4,360 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.