Safeguard Investment Advisory Group’s Eli Lilly LLY Stock Holding History

Safeguard Investment Advisory Group’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	$2.39M	Sell	2,602 -80	-3%	-$81.1K	0.66%	19
2025 Q4	$2.88M	Buy	2,682 +94	+4%	+$89.9K	0.74%	17
2025 Q3	$1.97M	Buy	2,588 +132	+5%	+$98.2K	0.49%	25
2025 Q2	$1.91M	Sell	2,456 -276	-10%	-$214K	0.48%	26
2025 Q1	$2.26M	Buy	2,732 +306	+13%	+$255K	0.61%	17
2024 Q4	$1.87M	Buy	2,426 +165	+7%	+$137K	0.51%	20
2024 Q3	$2M	Hold	2,261	–	–	0.57%	18
2024 Q2	$2.05M	Buy	2,261 +1,616	+251%	+$1.29M	0.64%	16
2024 Q1	$501K	Sell	645 -11	-2%	-$7.83K	0.17%	56
2023 Q4	$382K	Sell	656 -8	-1%	-$4.67K	0.14%	60
2023 Q3	$356K	Sell	664 -6	-0.9%	-$3.09K	0.16%	61
2023 Q2	$314K	Buy	670 +14	+2%	+$5.87K	0.13%	70
2023 Q1	$225K	Buy	+656	New	+$221K	0.11%	89
2021 Q1	–	Sell	-252	Closed	-$42K	–	434
2020 Q4	$42K	Buy	+252	New	+$37.6K	0.04%	218

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

Safeguard Investment Advisory Group's LLY Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Eli Lilly (LLY) stake by 3% in Q1 2026, selling an estimated $81.1K and leaving 2,602 shares worth $2.39M. The position accounts for 0.66% of the portfolio, ranked #19.

Safeguard Investment Advisory Group first reported a position in LLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.88M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Safeguard Investment Advisory Group held 2,602 shares of Eli Lilly worth $2.39M as of Q1 2026.
Safeguard Investment Advisory Group sold 80 Eli Lilly shares in Q1 2026, an estimated $81.1K.
Eli Lilly made up 0.66% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #19 holding.
Safeguard Investment Advisory Group first reported a position in Eli Lilly in Q4 2020 and has held it in 14 quarters since.
Safeguard Investment Advisory Group's Eli Lilly position peaked at $2.88M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.