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Strategic Investment Advisors’s Eli Lilly LLY Stock Holding History

Strategic Investment Advisors’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 		$2.4M Buy
2,615
+590
+29% +$598K 0.17% 67
2025
Q4 		$2.18M Sell
2,025
-95
-4% -$90.8K 0.19% 62
2025
Q3 		$1.62M Sell
2,120
-186
-8% -$138K 0.15% 74
2025
Q2 		$1.79M Sell
2,306
-201
-8% -$156K 0.17% 64
2025
Q1 		$2.07M Sell
2,507
-74
-3% -$61.6K 0.22% 61
2024
Q4 		$1.99M Buy
2,581
+134
+5% +$111K 0.21% 64
2024
Q3 		$2.17M Sell
2,447
-60
-2% -$53.9K 0.24% 57
2024
Q2 		$2.27M Sell
2,507
-6
-0.2% -$4.8K 0.28% 56
2024
Q1 		$1.96M Sell
2,513
-67
-3% -$47.7K 0.25% 60
2023
Q4 		$1.5M Buy
2,580
+346
+15% +$202K 0.22% 67
2023
Q3 		$1.2M Buy
2,234
+229
+11% +$118K 0.2% 76
2023
Q2 		$940K Sell
2,005
-201
-9% -$84.3K 0.13% 76
2023
Q1 		$758K Buy
2,206
+222
+11% +$74.9K 0.14% 117
2022
Q4 		$726K Sell
1,984
-3,554
-64% -$1.26M 0.15% 117
2022
Q3 		$1.79M Buy
5,538
+521
+10% +$165K 0.4% 46
2022
Q2 		$1.63M Buy
5,017
+352
+8% +$106K 0.33% 53
2022
Q1 		$1.34M Buy
4,665
+776
+20% +$200K 0.25% 71
2021
Q4 		$1.07M Buy
3,889
+450
+13% +$114K 0.21% 98
2021
Q3 		$794K Buy
3,439
+249
+8% +$61.5K 0.17% 122
2021
Q2 		$732K Sell
3,190
-2,817
-47% -$566K 0.17% 122
2021
Q1 		$1.12M Sell
6,007
-5,456
-48% -$1.07M 0.29% 74
2020
Q4 		$1.94M Buy
11,463
+8,766
+325% +$1.31M 0.56% 45
2020
Q3 		$397K Buy
2,697
+1,202
+80% +$186K 0.13% 109
2020
Q2 		$245K Buy
+1,495
New +$229K 0.09% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Investment Advisors's LLY Position: Q1 2026 in Review

Strategic Investment Advisors increased its Eli Lilly (LLY) stake by 29% in Q1 2026, buying an estimated $598K and bringing the position to 2,615 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #67.

Strategic Investment Advisors first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Strategic Investment Advisors held 2,615 shares of Eli Lilly worth $2.4M as of Q1 2026.
  • Strategic Investment Advisors bought 590 Eli Lilly shares in Q1 2026, an estimated $598K.
  • Eli Lilly made up 0.17% of Strategic Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Strategic Investment Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.