J. Safra Sarasin Holding’s Eli Lilly LLY Stock Holding History

J. Safra Sarasin Holding’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	$82.4M	Buy	89,613 +7,285	+9%	+$7.39M	1.4%	15
2025 Q4	$88.5M	Buy	82,328 +12,069	+17%	+$11.5M	1.44%	16
2025 Q3	$53.6M	Sell	70,259 -11,416	-14%	-$8.5M	0.87%	37
2025 Q2	$63.7M	Buy	81,675 +6,061	+8%	+$4.71M	1.1%	27
2025 Q1	$62.5M	Sell	75,614 -5,358	-7%	-$4.46M	1.13%	29
2024 Q4	$62.5M	Sell	80,972 -12,497	-13%	-$10.3M	1.06%	29
2024 Q3	$82.8M	Buy	93,469 +22,550	+32%	+$20.3M	1.44%	15
2024 Q2	$64.1M	Buy	+70,919	New	+$56.7M	1.17%	22

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

J. Safra Sarasin Holding's LLY Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Eli Lilly (LLY) stake by 8.8% in Q1 2026, buying an estimated $7.39M and bringing the position to 89,613 shares worth $82.4M. The position accounts for 1.4% of the portfolio, ranked #15.

J. Safra Sarasin Holding first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $88.5M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

J. Safra Sarasin Holding held 89,613 shares of Eli Lilly worth $82.4M as of Q1 2026.
J. Safra Sarasin Holding bought 7,285 Eli Lilly shares in Q1 2026, an estimated $7.39M.
Eli Lilly made up 1.4% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #15 holding.
J. Safra Sarasin Holding first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Eli Lilly position peaked at $88.5M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.