Insigneo Advisory Services’s Eli Lilly LLY Stock Holding History

Insigneo Advisory Services’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	$6.02M	Sell	6,549 -106	-2%	-$107K	0.43%	37
2025 Q4	$7.15M	Buy	6,655 +504	+8%	+$482K	0.51%	28
2025 Q3	$4.69M	Buy	6,151 +217	+4%	+$161K	0.33%	45
2025 Q2	$4.63M	Sell	5,934 -339	-5%	-$263K	0.4%	40
2025 Q1	$5.18M	Buy	6,273 +777	+14%	+$647K	0.53%	27
2024 Q4	$4.24M	Sell	5,496 -1,074	-16%	-$889K	0.44%	34
2024 Q3	$5.82M	Sell	6,570 -430	-6%	-$387K	0.59%	20
2024 Q2	$5.43M	Buy	7,000 +908	+15%	+$726K	0.61%	24
2024 Q1	$4.74M	Buy	6,092 +1,455	+31%	+$1.04M	0.56%	28
2023 Q4	$2.7M	Buy	4,637 +1,512	+48%	+$883K	0.38%	50
2023 Q3	$1.68M	Buy	3,125 +440	+16%	+$227K	0.34%	60
2023 Q2	$1.26M	Buy	2,685 +95	+4%	+$39.8K	0.24%	90
2023 Q1	$889K	Buy	2,590 +284	+12%	+$95.8K	0.28%	72
2022 Q4	$844K	Buy	+2,306	New	+$818K	0.32%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Insigneo Advisory Services's LLY Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Eli Lilly (LLY) stake by 1.6% in Q1 2026, selling an estimated $107K and leaving 6,549 shares worth $6.02M. The position accounts for 0.43% of the portfolio, ranked #37.

Insigneo Advisory Services first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.15M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Insigneo Advisory Services held 6,549 shares of Eli Lilly worth $6.02M as of Q1 2026.
Insigneo Advisory Services sold 106 Eli Lilly shares in Q1 2026, an estimated $107K.
Eli Lilly made up 0.43% of Insigneo Advisory Services's portfolio in Q1 2026, its #37 holding.
Insigneo Advisory Services first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Eli Lilly position peaked at $7.15M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.