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Strategic Wealth Investment Group’s Eli Lilly LLY Stock Holding History

Strategic Wealth Investment Group’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 		$11.1M Sell
12,073
-245
-2% -$248K 1.41% 27
2025
Q4 		$13.2M Sell
12,318
-5,937
-33% -$5.68M 1.63% 23
2025
Q3 		$13.9M Buy
18,255
+17,592
+2,653% +$13.1M 1.17% 33
2025
Q2 		$517K Buy
663
+51
+8% +$39.6K 0.75% 36
2025
Q1 		$505K Sell
612
-641
-51% -$533K 0.88% 33
2024
Q4 		$967K Buy
1,253
+400
+47% +$331K 0.11% 73
2024
Q3 		$755K Sell
853
-75
-8% -$67.4K 0.08% 86
2024
Q2 		$848K Buy
+928
New +$742K 0.11% 76
2023
Q4 		$573K Sell
982
-1,927
-66% -$1.12M 0.09% 75
2023
Q3 		$1.56M Sell
2,909
-40
-1% -$20.6K 0.28% 51
2023
Q2 		$1.38M Sell
2,949
-597
-17% -$250K 0.22% 66
2023
Q1 		$1.22M Sell
3,546
-152
-4% -$51.3K 0.23% 64
2022
Q4 		$1.3M Buy
3,698
+109
+3% +$38.6K 0.3% 57
2022
Q3 		$1.16M Buy
+3,589
New +$1.14M 0.33% 53
2022
Q2 		– Sell
-4,183
Closed -$1.2M – 141
2022
Q1 		$1.2M Sell
4,183
-128
-3% -$32.9K 0.29% 49
2021
Q4 		$1.19M Buy
4,311
+3,438
+394% +$872K 0.31% 49
2021
Q3 		$201K Sell
873
-47
-5% -$11.6K 0.06% 80
2021
Q2 		$211K Buy
+920
New +$185K 0.07% 78

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 Wealth Investment Group's LLY Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Eli Lilly (LLY) stake by 2% in Q1 2026, selling an estimated $248K and leaving 12,073 shares worth $11.1M. The position accounts for 1.41% of the portfolio, ranked #27.

Strategic Wealth Investment Group first reported a position in LLY in Q2 2021 and has held it in 18 quarters since. The position peaked at $13.9M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Strategic Wealth Investment Group held 12,073 shares of Eli Lilly worth $11.1M as of Q1 2026.
  • Strategic Wealth Investment Group sold 245 Eli Lilly shares in Q1 2026, an estimated $248K.
  • Eli Lilly made up 1.41% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #27 holding.
  • Strategic Wealth Investment Group first reported a position in Eli Lilly in Q2 2021 and has held it in 18 quarters since.
  • Strategic Wealth Investment Group's Eli Lilly position peaked at $13.9M in Q3 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.