SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / LLY

Steward Partners Investment Advisory, LLC’s Eli Lilly & Co Position

Does Steward Partners Investment Advisory, LLC own Eli Lilly & Co (LLY)? Yes — 91.9K shares worth $85M (+0.43% of its 13F portfolio) as of Q1 2026, up from 78.9K shares the prior filed quarter.

Position Value
$85M
Q1 2026
Shares
91.9K
% of Portfolio
+0.43%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $18.5BQ2 ’21: $9MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $16MQ3 ’22: $18MQ4 ’22: $21MQ4 ’22Q1 ’23: $21MQ2 ’23: $28MQ3 ’23: $30MQ4 ’23: $34MQ4 ’23Q1 ’24: $48MQ2 ’24: $55MQ3 ’24: $56MQ4 ’24: $56MQ4 ’24Q1 ’25: $62MQ2 ’25: $61MQ3 ’25: $58MQ4 ’25: $85MQ4 ’25Q1 ’26: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.9K$85M+0.43%
Q4 202578.9K$85M+0.46%
Q3 202575.5K$58M+0.33%
Q2 202577.9K$61M+0.47%
Q1 202574.8K$62M+0.55%
Q4 202472.2K$56M+0.49%
Q3 202463.6K$56M+0.52%
Q2 202460.9K$55M+0.58%
Q1 202462.0K$48M+0.53%
Q4 202358.9K$34M+0.46%
Q3 202355.5K$30M+0.46%
Q2 202360.4K$28M+0.42%
Q1 202362.2K$21M+0.34%
Q4 202256.5K$21M+0.35%
Q3 202254.7K$18M+0.33%
Q2 202248.3K$16M+0.29%
Q1 202236.1K$10M+0.16%
Q4 202135.5K$10M+0.15%
Q3 202134.6K$8M+0.14%
Q2 202138.0K$9M+0.15%
Q1 202198.8K$18.5B+0.16%
Q4 202028.3K$5M+0.10%
Q3 202029.0K$4M+0.11%
Q2 202027.0K$4M+0.13%
Q1 202025.9K$4M+0.13%
Q4 201926.2K$3M+0.10%
Q3 201926.0K$3M+0.10%
Q2 201925.2K$3M+0.10%
Q1 201923.6K$3M+0.13%
Q4 201821.0K$2M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of LLY.