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 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	Sell	536 -414,611	-100%	-$373M	0.15%	128
2024 Q2	$26.9K	Buy	415,147 +414,539	+68,181%	+$332M	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 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 $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

Strategic Financial Concepts's LLY Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Eli Lilly (LLY) in Q1 2026: 580 shares worth $533K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in LLY as recently as Q3 2025.

Strategic Financial Concepts first reported a position in LLY in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Strategic Financial Concepts held 580 shares of Eli Lilly worth $533K as of Q1 2026.
Eli Lilly was a new Strategic Financial Concepts position in Q1 2026.
Eli Lilly made up 0.13% of Strategic Financial Concepts's portfolio in Q1 2026, its #155 holding.
Strategic Financial Concepts first reported a position in Eli Lilly in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Eli Lilly position peaked at $1.03M in Q2 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.