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UP Strategic Wealth Investment Advisors’s Eli Lilly LLY Stock Holding History

UP Strategic Wealth Investment 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 		$1.3M Buy
1,330
+59
+5% +$59.8K 0.82% 21
2025
Q4 		$1.34M Buy
1,271
+2
+0.2% +$1.91K 0.98% 17
2025
Q3 		$1.05M Buy
1,269
+46
+4% +$34.2K 0.79% 25
2025
Q2 		$953K Buy
1,223
+20
+2% +$15.5K 0.74% 25
2025
Q1 		$994K Buy
1,203
+482
+67% +$401K 0.88% 21
2024
Q4 		$557K Sell
721
-197
-21% -$163K 0.56% 32
2024
Q3 		$813K Buy
918
+197
+27% +$177K 0.91% 22
2024
Q2 		$653K Hold
721
– – 0.99% 23
2024
Q1 		$561K Buy
721
+52
+8% +$37K 0.92% 24
2023
Q4 		$390K Buy
+669
New +$390K 0.71% 35

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

UP Strategic Wealth Investment Advisors's LLY Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Eli Lilly (LLY) stake by 4.6% in Q1 2026, buying an estimated $59.8K and bringing the position to 1,330 shares worth $1.3M. The position accounts for 0.82% of the portfolio, ranked #21.

UP Strategic Wealth Investment Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,330 shares of Eli Lilly worth $1.3M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 59 Eli Lilly shares in Q1 2026, an estimated $59.8K.
  • Eli Lilly made up 0.82% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Eli Lilly position peaked at $1.34M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.