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Sage Mountain Advisors’s Eli Lilly LLY Stock Holding History

Sage Mountain 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
2026
Q2 		$1.86M Buy
1,550
+464
+43% +$474K 0.11% 72
2026
Q1 		$999K Sell
1,086
-6,046
-85% -$6.13M 0.07% 92
2025
Q4 		$7.66M Buy
7,132
+58
+0.8% +$55.5K 0.41% 38
2025
Q3 		$5.4M Buy
7,074
+1,342
+23% +$999K 0.31% 47
2025
Q2 		$4.47M Buy
5,732
+27
+0.5% +$21K 0.29% 44
2025
Q1 		$4.71M Buy
5,705
+271
+5% +$225K 0.35% 41
2024
Q4 		$4.19M Buy
5,434
+374
+7% +$310K 0.31% 45
2024
Q3 		$4.48M Buy
5,060
+198
+4% +$178K 0.38% 37
2024
Q2 		$4.4M Buy
4,862
+618
+15% +$494K 0.41% 35
2024
Q1 		$3.3M Sell
4,244
-195
-4% -$139K 0.34% 40
2023
Q4 		$2.59M Buy
4,439
+270
+6% +$158K 0.3% 49
2023
Q3 		$2.24M Buy
4,169
+206
+5% +$106K 0.31% 44
2023
Q2 		$1.86M Sell
3,963
-94
-2% -$39.4K 0.26% 51
2023
Q1 		$1.39M Buy
4,057
+2,393
+144% +$807K 0.22% 54
2022
Q4 		$609K Buy
1,664
+54
+3% +$19.1K 0.14% 60
2022
Q3 		$521K Sell
1,610
-104
-6% -$33K 0.14% 64
2022
Q2 		$556K Sell
1,714
-41
-2% -$12.3K 0.1% 201
2022
Q1 		$503K Sell
1,755
-16
-0.9% -$4.12K 0.08% 258
2021
Q4 		$489K Buy
1,771
+103
+6% +$26.1K 0.06% 313
2021
Q3 		$385K Buy
1,668
+423
+34% +$104K 0.06% 305
2021
Q2 		$286K Buy
1,245
+152
+14% +$30.5K 0.05% 324
2021
Q1 		$204K Buy
+1,093
New +$214K 0.04% 297

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 $3.37T AUM 44.26% 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

Sage Mountain Advisors's LLY Position: Q2 2026 in Review

Sage Mountain Advisors increased its Eli Lilly (LLY) stake by 43% in Q2 2026, buying an estimated $474K and bringing the position to 1,550 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #72.

Sage Mountain Advisors first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.66M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sage Mountain Advisors held 1,550 shares of Eli Lilly worth $1.86M as of Q2 2026.
  • Sage Mountain Advisors bought 464 Eli Lilly shares in Q2 2026, an estimated $474K.
  • Eli Lilly made up 0.11% of Sage Mountain Advisors's portfolio in Q2 2026, its #72 holding.
  • Sage Mountain Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Eli Lilly position peaked at $7.66M in Q4 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.