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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
Q2 		$3.16M Buy
2,631
+29
+1% +$29.6K 0.73% 22
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Safeguard Investment Advisory Group's LLY Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Eli Lilly (LLY) stake by 1.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,631 shares worth $3.16M. The position accounts for 0.73% of the portfolio, ranked #22.

Safeguard Investment Advisory Group first reported a position in LLY in Q4 2020 and has held it in 15 quarters since. 4,645 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,631 shares of Eli Lilly worth $3.16M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 29 Eli Lilly shares in Q2 2026, an estimated $29.6K.
  • Eli Lilly made up 0.73% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Safeguard Investment Advisory Group first reported a position in Eli Lilly in Q4 2020 and has held it in 15 quarters since.
  • 4,645 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.