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Strategies Wealth Advisors’s Eli Lilly LLY Stock Holding History

Strategies Wealth 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 		$3.74M Buy
4,062
+104
+3% +$105K 0.38% 28
2025
Q4 		$4.25M Sell
3,958
-317
-7% -$303K 0.43% 27
2025
Q3 		$3.26M Buy
4,275
+404
+10% +$301K 0.34% 28
2025
Q2 		$3.02M Buy
3,871
+276
+8% +$214K 0.33% 30
2025
Q1 		$2.97M Buy
3,595
+1,049
+41% +$873K 0.36% 30
2024
Q4 		$2.22M Buy
+2,546
New +$2.11M 0.28% 34

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

Strategies Wealth Advisors's LLY Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Eli Lilly (LLY) stake by 2.6% in Q1 2026, buying an estimated $105K and bringing the position to 4,062 shares worth $3.74M. The position accounts for 0.38% of the portfolio, ranked #28.

Strategies Wealth Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.25M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Strategies Wealth Advisors held 4,062 shares of Eli Lilly worth $3.74M as of Q1 2026.
  • Strategies Wealth Advisors bought 104 Eli Lilly shares in Q1 2026, an estimated $105K.
  • Eli Lilly made up 0.38% of Strategies Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Strategies Wealth Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Eli Lilly position peaked at $4.25M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.