SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / LLY

Strategic Wealth Investment Group, LLC’s Eli Lilly & Co Position

Does Strategic Wealth Investment Group, LLC own Eli Lilly & Co (LLY)? Yes12.1K shares worth $11M (+1.41% of its 13F portfolio) as of Q1 2026, down from 12.3K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
12.1K
% of Portfolio
+1.41%
Quarters Held
18
currently held

Position History LLY

Reported value by quarter
Q2 ’21: $211,000Q2 ’21Q3 ’21: $201,000Q4 ’21: $1MQ1 ’22: $1MQ1 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $2MQ4 ’23: $572,627Q4 ’23Q2 ’24: $848,360Q3 ’24: $754,869Q4 ’24: $22MQ4 ’24Q1 ’25: $505,463Q2 ’25: $516,840Q3 ’25: $14MQ3 ’25Q4 ’25: $13MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.1K$11M+1.41%
Q4 202512.3K$13M+1.63%
Q3 202518.3K$14M+1.17%
Q2 2025663$516,840+0.75%
Q1 2025612$505,463+0.88%
Q4 202496.9K$22M+0.81%
Q3 2024853$754,869+0.08%
Q2 2024928$848,360+0.11%
Q4 2023982$572,627+0.09%
Q3 20232.9K$2M+0.28%
Q2 20232.9K$1M+0.22%
Q1 20233.5K$1M+0.23%
Q4 20223.7K$1M+0.30%
Q3 20223.6K$1M+0.33%
Q1 20224.2K$1M+0.29%
Q4 20214.3K$1M+0.31%
Q3 2021873$201,000+0.06%
Q2 2021920$211,000+0.07%

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