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Sage Advisors’s Eli Lilly LLY Stock Holding History

Sage 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
2025
Q4 		$20.8M Sell
19,397
-33
-0.2% -$31.6K 13.82% 2
2025
Q3 		$14.8M Buy
19,430
+456
+2% +$339K 10.62% 4
2025
Q2 		$14.8M Buy
18,974
+270
+1% +$210K 10.56% 3
2025
Q1 		$15.4M Buy
18,704
+456
+2% +$379K 10.87% 4
2024
Q4 		$14.1M Sell
18,248
-429
-2% -$355K 10.52% 4
2024
Q3 		$16.5M Buy
18,677
+25
+0.1% +$22.5K 13.03% 4
2024
Q2 		$16.9M Buy
18,652
+184
+1% +$147K 13.73% 3
2024
Q1 		$14.4M Buy
18,468
+3,046
+20% +$2.17M 12.78% 3
2023
Q4 		$8.99M Buy
+15,422
New +$9M 8.93% 5

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sage Advisors's LLY Position: Q4 2025 in Review

Sage Advisors reduced its Eli Lilly (LLY) stake by 0.17% in Q4 2025, selling an estimated $31.6K and leaving 19,397 shares worth $20.8M. The position accounts for 13.82% of the portfolio, ranked #2.

Sage Advisors first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Sage Advisors held 19,397 shares of Eli Lilly worth $20.8M as of Q4 2025.
  • Sage Advisors sold 33 Eli Lilly shares in Q4 2025, an estimated $31.6K.
  • Eli Lilly made up 13.82% of Sage Advisors's portfolio in Q4 2025, its #2 holding.
  • Sage Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.