Syverson Strege & Co LLY — LILLY ELI & CO

Ownership history in Syverson Strege & Co  ·  18 quarters on record

AI Ownership Summary

Syverson Strege & Co reported LILLY ELI & CO (LLY) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows LLY at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in LILLY ELI & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LLY was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page Syverson Strege & Co fund profile Syverson Strege & Co full holdings
How Syverson Strege & Co held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 931 -20 -2.1% 0.21% $856K 2026-05-04 $966.27
2025 Q4 REDUCED 7.3% -14.3% ✅ 951 -75 -7.3% 0.24% $1.0M 2026-02-09 $1041.14
2025 Q3 REDUCED 42.6% +41.6% ❌ 1,026 -763 -42.6% 0.19% $783K 2025-12-01 $1054.31
2025 Q2 ADDED — — — 1,789 +1,352 +309.4% 0.33% $1.4M 2025-08-04 $763.60
2025 Q1 ADDED — — — 437 +22 +5.3% 0.12% $361K 2025-05-13 $739.30
2024 Q4 REDUCED 12.3% +7.2% ❌ 415 -58 -12.3% 0.11% $320K 2025-02-11 $855.69
2024 Q2 ADDED — — — 473 +136 +40.4% 0.15% $428K 2024-08-07 $761.50
2024 Q1 REDUCED 18.6% +17.7% ❌ 337 -77 -18.6% 0.09% $262K 2024-04-30 $769.03
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 42.82% Bedel Financial Consulting, Inc. 3Y 7Y 33.92% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 27.26% Goelzer Investment Management, Inc. 3Y 7Y 24.04% Holistic Financial Partners 3Y 7Y 23.14% Cascade Financial Partners, LLC 22.44% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% VEGA INVESTMENT SOLUTIONS 20.2% SAPIENT CAPITAL LLC 20.02%

FAQ About Syverson Strege & Co and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syverson Strege & Co reported owning LLY?

Syverson Strege & Co reported LLY across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LLY position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for LLY was 0.33% in 2025 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when Syverson Strege & Co reported 931 shares, equal to 0.21% of portfolio, with an estimated market value of $856K.

What does the chart on this LLY ownership page compare?

The chart compares Syverson Strege & Co's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Syverson Strege & Co time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Syverson Strege & Co correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on LLY relative to SPY over the holding period was +14.1%.

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