Strategic Financial Services
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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
Q3 		$643K Buy
556
+37
+7% +$43.7K 0.03% 88
2026
Q2 		$623K Buy
519
+4
+0.8% +$4.09K 0.03% 94
2026
Q1 		$474K Buy
515
+21
+4% +$21.3K 0.02% 106
2025
Q4 		$523K Sell
494
-10
-2% -$9.6K 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
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Strategic Financial Services's LLY Position: Q3 2026 in Review

Strategic Financial Services increased its Eli Lilly (LLY) stake by 7.1% in Q3 2026, buying an estimated $43.7K and bringing the position to 556 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #88.

Strategic Financial Services first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Strategic Financial Services held 556 shares of Eli Lilly worth $643K as of Q3 2026.
  • Strategic Financial Services bought 37 Eli Lilly shares in Q3 2026, an estimated $43.7K.
  • Eli Lilly made up 0.03% of Strategic Financial Services's portfolio in Q3 2026, its #88 holding.
  • Strategic Financial Services first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Strategic Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.