Sage Capital Management’s Eli Lilly LLY Stock Holding History

Sage Capital Management’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 Q3	$848K	Buy	732 +2	+0.3%	+$2.36K	0.32%	66
2026 Q2	$878K	Hold	730	–	–	0.34%	65
2026 Q1	$673K	Buy	730 +1	+0.1%	+$1.01K	0.32%	71
2025 Q4	$785K	Hold	729	–	–	0.36%	64
2025 Q3	$557K	Hold	729	–	–	0.25%	81
2025 Q2	$568K	Buy	729 +2	+0.3%	+$1.55K	0.27%	77
2025 Q1	$601K	Sell	727 -157	-18%	-$131K	0.33%	69
2024 Q4	$682K	Sell	884 -139	-14%	-$115K	0.34%	63
2024 Q3	$907K	Hold	1,023	–	–	0.44%	59
2024 Q2	$926K	Sell	1,023 -64	-6%	-$51.2K	0.49%	54
2024 Q1	$846K	Hold	1,087	–	–	0.46%	60
2023 Q4	$633K	Buy	+1,087	New	+$634K	0.38%	67

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sage Capital Management's LLY Position: Q3 2026 in Review

Sage Capital Management increased its Eli Lilly (LLY) stake by 0.27% in Q3 2026, buying an estimated $2.36K and bringing the position to 732 shares worth $848K. The position accounts for 0.32% of the portfolio, ranked #66.

Sage Capital Management first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $926K in Q2 2024. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Sage Capital Management held 732 shares of Eli Lilly worth $848K as of Q3 2026.
Sage Capital Management bought 2 Eli Lilly shares in Q3 2026, an estimated $2.36K.
Eli Lilly made up 0.32% of Sage Capital Management's portfolio in Q3 2026, its #66 holding.
Sage Capital Management first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
Sage Capital Management's Eli Lilly position peaked at $926K in Q2 2024.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sage Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.