SYM Financial Corp’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.79M | Buy |
7,380
+829
| +13% | +$840K | 0.68% | 15 |
|
|
2025
Q4 | $7.04M | Buy |
6,551
+165
| +3% | +$158K | 0.72% | 15 |
|
|
2025
Q3 | $4.87M | Buy |
6,386
+230
| +4% | +$171K | 0.52% | 19 |
|
|
2025
Q2 | $4.8M | Buy |
6,156
+214
| +4% | +$166K | 0.54% | 17 |
|
|
2025
Q1 | $4.91M | Sell |
5,942
-341
| -5% | -$284K | 0.6% | 17 |
|
|
2024
Q4 | $4.85M | Buy |
6,283
+488
| +8% | +$404K | 0.63% | 17 |
|
|
2024
Q3 | $5.13M | Buy |
5,795
+128
| +2% | +$115K | 0.69% | 13 |
|
|
2024
Q2 | $5.13M | Buy |
5,667
+409
| +8% | +$327K | 0.82% | 13 |
|
|
2024
Q1 | $4.09M | Sell |
5,258
-883
| -14% | -$628K | 0.67% | 13 |
|
|
2023
Q4 | $3.58M | Buy |
6,141
+364
| +6% | +$212K | 0.58% | 18 |
|
|
2023
Q3 | $3.1M | Buy |
5,777
+175
| +3% | +$90.2K | 0.55% | 17 |
|
|
2023
Q2 | $2.63M | Sell |
5,602
-221
| -4% | -$92.7K | 0.53% | 15 |
|
|
2023
Q1 | $2M | Hold |
5,823
| – | – | 0.44% | 17 |
|
|
2022
Q4 | $2.13M | Buy |
5,823
+14
| +0.2% | +$4.96K | 0.51% | 14 |
|
|
2022
Q3 | $1.88M | Sell |
5,809
-238
| -4% | -$75.4K | 0.91% | 15 |
|
|
2022
Q2 | $1.96M | Sell |
6,047
-691
| -10% | -$207K | 0.93% | 12 |
|
|
2022
Q1 | $1.93M | Sell |
6,738
-334
| -5% | -$86K | 0.83% | 13 |
|
|
2021
Q4 | $1.95M | Sell |
7,072
-306
| -4% | -$77.6K | 0.76% | 12 |
|
|
2021
Q3 | $1.71M | Buy |
7,378
+364
| +5% | +$89.8K | 1% | 10 |
|
|
2021
Q2 | $1.61M | Buy |
7,014
+1,225
| +21% | +$246K | 0.92% | 10 |
|
|
2021
Q1 | $1.08M | Buy |
5,789
+1
| +0% | +$196 | 0.62% | 13 |
|
|
2020
Q4 | $977K | Sell |
5,788
-64
| -1% | -$9.56K | 0.72% | 11 |
|
|
2020
Q3 | $866K | Buy |
5,852
+8
| +0.1% | +$1.24K | 0.65% | 13 |
|
|
2020
Q2 | $959K | Sell |
5,844
-130
| -2% | -$20K | 0.77% | 10 |
|
|
2020
Q1 | $829K | Buy |
5,974
+1,335
| +29% | +$183K | 0.83% | 13 |
|
|
2019
Q4 | $610K | Sell |
4,639
-949
| -17% | -$110K | 0.4% | 13 |
|
|
2019
Q3 | $625K | Sell |
5,588
-4,249
| -43% | -$473K | 0.42% | 13 |
|
|
2019
Q2 | $1.09M | Sell |
9,837
-444
| -4% | -$52.3K | 0.7% | 11 |
|
|
2019
Q1 | $1.33M | Sell |
10,281
-439
| -4% | -$53.4K | 0.84% | 9 |
|
|
2018
Q4 | $1.24M | Buy |
10,720
+441
| +4% | +$49.3K | 0.49% | 13 |
|
|
2018
Q3 | $1.1M | Buy |
10,279
+1
| +0% | +$100 | 0.62% | 6 |
|
|
2018
Q2 | $877K | Sell |
10,278
-409
| -4% | -$33.6K | 0.52% | 5 |
|
|
2018
Q1 | $827K | Sell |
10,687
-309
| -3% | -$24.9K | 0.5% | 6 |
|
|
2017
Q4 | $929K | Buy |
+10,996
| New | +$936K | 0.42% | 10 |
|
Other funds holding LLY
VCM
VPM
SYM Financial Corp's LLY Position: Q1 2026 in Review
SYM Financial Corp increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $840K and bringing the position to 7,380 shares worth $6.79M. The position accounts for 0.68% of the portfolio, ranked #15.
SYM Financial Corp first reported a position in LLY in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.04M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- SYM Financial Corp held 7,380 shares of Eli Lilly worth $6.79M as of Q1 2026.
- SYM Financial Corp bought 829 Eli Lilly shares in Q1 2026, an estimated $840K.
- Eli Lilly made up 0.68% of SYM Financial Corp's portfolio in Q1 2026, its #15 holding.
- SYM Financial Corp first reported a position in Eli Lilly in Q4 2017 and has held it in 34 quarters since.
- SYM Financial Corp's Eli Lilly position peaked at $7.04M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.