Strategic Financial Services’s Eli Lilly LLY Stock Holding History

Strategic Financial Services’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	$474K	Buy	515 +21	+4%	+$21.3K	0.02%	106
2025 Q4	$523K	Sell	494 -10	-2%	-$9.56K	0.02%	95
2025 Q3	$385K	Sell	504 -12	-2%	-$8.93K	0.02%	104
2025 Q2	$402K	Sell	516 -15	-3%	-$11.7K	0.02%	100
2025 Q1	$439K	Sell	531 -1	-0.2%	-$832	0.03%	96
2024 Q4	$411K	Sell	532 -43	-7%	-$35.6K	0.02%	99
2024 Q3	$509K	Hold	575	–	–	0.03%	92
2024 Q2	$521K	Buy	+575	New	+$460K	0.03%	84

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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 Services's LLY Position: Q1 2026 in Review

Strategic Financial Services increased its Eli Lilly (LLY) stake by 4.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 515 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #106.

Strategic Financial Services first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $523K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Strategic Financial Services held 515 shares of Eli Lilly worth $474K as of Q1 2026.
Strategic Financial Services bought 21 Eli Lilly shares in Q1 2026, an estimated $21.3K.
Eli Lilly made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #106 holding.
Strategic Financial Services first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Strategic Financial Services's Eli Lilly position peaked at $523K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.