DCA
LLY icon

DSG Capital Advisors’s Eli Lilly LLY Stock Holding History

DSG Capital 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 		$31.2M Sell
33,928
-1,011
-3% -$1.02M 4.99% 3
2025
Q4 		$36.1M Sell
34,939
-359
-1% -$343K 5.5% 5
2025
Q3 		$26.9M Buy
35,298
+4,843
+16% +$3.6M 4.29% 4
2025
Q2 		$23.7M Buy
30,455
+1,193
+4% +$927K 4.22% 4
2025
Q1 		$24.2M Buy
29,262
+32
+0.1% +$26.6K 4.88% 4
2024
Q4 		$22.6M Buy
+29,230
New +$24.2M 4.09% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

DSG Capital Advisors's LLY Position: Q1 2026 in Review

DSG Capital Advisors reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $1.02M and leaving 33,928 shares worth $31.2M. The position accounts for 4.99% of the portfolio, ranked #3.

DSG Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.1M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • DSG Capital Advisors held 33,928 shares of Eli Lilly worth $31.2M as of Q1 2026.
  • DSG Capital Advisors sold 1,011 Eli Lilly shares in Q1 2026, an estimated $1.02M.
  • Eli Lilly made up 4.99% of DSG Capital Advisors's portfolio in Q1 2026, its #3 holding.
  • DSG Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's Eli Lilly position peaked at $36.1M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.