Syverson Strege & Co’s Eli Lilly LLY Stock Holding History

Syverson Strege & Co’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	$856K	Sell	931 -20	-2%	-$20.3K	0.21%	50
2025 Q4	$1.02M	Sell	951 -75	-7%	-$71.7K	0.24%	43
2025 Q3	$783K	Sell	1,026 -763	-43%	-$568K	0.19%	55
2025 Q2	$1.39M	Buy	1,789 +1,352	+309%	+$1.05M	0.33%	33
2025 Q1	$361K	Buy	437 +22	+5%	+$18.3K	0.12%	56
2024 Q4	$320K	Buy	+415	New	+$344K	0.11%	57
2024 Q3	–	Sell	-473	Closed	-$428K	–	73
2024 Q2	$428K	Buy	473 +136	+40%	+$109K	0.15%	47
2024 Q1	$262K	Buy	+337	New	+$240K	0.09%	59
2023 Q2	–	Sell	-414	Closed	-$142K	–	376
2023 Q1	$142K	Buy	414 +84	+25%	+$28.3K	0.06%	72
2022 Q4	$121K	Hold	330	–	–	0.05%	82
2022 Q3	$107K	Hold	330	–	–	0.05%	85
2022 Q2	$107K	Hold	330	–	–	0.04%	98
2022 Q1	$95K	Hold	330	–	–	0.1%	92
2021 Q4	$91K	Sell	330 -120	-27%	-$30.4K	0.07%	100
2021 Q3	$104K	Buy	450 +120	+36%	+$29.6K	0.08%	96
2021 Q2	$76K	Hold	330	–	–	0.07%	103
2021 Q1	$62K	Hold	330	–	–	0.06%	106
2020 Q4	$56K	Buy	+330	New	+$49.3K	0.05%	106

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Syverson Strege & Co's LLY Position: Q1 2026 in Review

Syverson Strege & Co reduced its Eli Lilly (LLY) stake by 2.1% in Q1 2026, selling an estimated $20.3K and leaving 931 shares worth $856K. The position accounts for 0.21% of the portfolio, ranked #50.

Syverson Strege & Co first reported a position in LLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Syverson Strege & Co held 931 shares of Eli Lilly worth $856K as of Q1 2026.
Syverson Strege & Co sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.21% of Syverson Strege & Co's portfolio in Q1 2026, its #50 holding.
Syverson Strege & Co first reported a position in Eli Lilly in Q4 2020 and has held it in 18 quarters since.
Syverson Strege & Co's Eli Lilly position peaked at $1.39M in Q2 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.