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Synergy Investment Management’s Eli Lilly LLY Stock Holding History

Synergy Investment Management’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 		$1.14M Buy
1,241
+20
+2% +$20.3K 0.37% 49
2025
Q4 		$1.31M Sell
1,221
-16
-1% -$15.3K 0.46% 42
2025
Q3 		$944K Hold
1,237
– – 0.36% 46
2025
Q2 		$964K Sell
1,237
-3
-0.2% -$2.33K 0.58% 27
2025
Q1 		$1.02M Sell
1,240
-20
-2% -$16.6K 0.43% 46
2024
Q4 		$972K Buy
+1,260
New +$1.04M 0.42% 42

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

Synergy Investment Management's LLY Position: Q1 2026 in Review

Synergy Investment Management increased its Eli Lilly (LLY) stake by 1.6% in Q1 2026, buying an estimated $20.3K and bringing the position to 1,241 shares worth $1.14M. The position accounts for 0.37% of the portfolio, ranked #49.

Synergy Investment Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Synergy Investment Management held 1,241 shares of Eli Lilly worth $1.14M as of Q1 2026.
  • Synergy Investment Management bought 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
  • Eli Lilly made up 0.37% of Synergy Investment Management's portfolio in Q1 2026, its #49 holding.
  • Synergy Investment Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Synergy Investment Management's Eli Lilly position peaked at $1.31M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.