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Strategic Financial Concepts’s Eli Lilly LLY Stock Holding History

Strategic Financial Concepts’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 		$699K Buy
582
+2
+0.3% +$2.04K 0.21% 101
2026
Q1 		$533K Buy
+580
New +$588K 0.13% 155
2025
Q4 		– Sell
-1,062
Closed -$810K – 215
2025
Q3 		$810K Sell
1,062
-264
-20% -$196K 0.12% 95
2025
Q2 		$1.03M Buy
1,326
+388
+41% +$302K 0.15% 83
2025
Q1 		$774K Buy
938
+39
+4% +$32.5K 0.15% 144
2024
Q4 		$694K Buy
899
+363
+68% +$301K 0.13% 155
2024
Q3 		$475K Buy
536
+506
+1,687% +$455K 0.15% 128
2024
Q2 		$26.9K Sell
30
-578
-95% -$462K 0.02% 302
2024
Q1 		$473K Buy
+608
New +$433K 0.11% 166
2023
Q4 		– Sell
-451
Closed -$242K – 210
2023
Q3 		$242K Sell
451
-167
-27% -$86.1K 0.08% 217
2023
Q2 		$290K Buy
618
+25
+4% +$10.5K 0.11% 178
2023
Q1 		$204K Buy
+593
New +$200K 0.08% 220

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 $3.38T AUM 44.17% 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

Strategic Financial Concepts's LLY Position: Q2 2026 in Review

Strategic Financial Concepts increased its Eli Lilly (LLY) stake by 0.34% in Q2 2026, buying an estimated $2.04K and bringing the position to 582 shares worth $699K. The position accounts for 0.21% of the portfolio, ranked #101.

Strategic Financial Concepts first reported a position in LLY in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Strategic Financial Concepts held 582 shares of Eli Lilly worth $699K as of Q2 2026.
  • Strategic Financial Concepts bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.21% of Strategic Financial Concepts's portfolio in Q2 2026, its #101 holding.
  • Strategic Financial Concepts first reported a position in Eli Lilly in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's Eli Lilly position peaked at $1.03M in Q2 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.