Sage Private Wealth Group’s Eli Lilly LLY Stock Holding History

Sage Private Wealth 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	$1.25M	Buy	1,363 +113	+9%	+$115K	0.63%	15
2025 Q4	$1.34M	Sell	1,250 -27	-2%	-$25.8K	0.72%	16
2025 Q3	$974K	Sell	1,277 -239	-16%	-$178K	0.54%	21
2025 Q2	$1.18M	Sell	1,516 -13	-0.9%	-$10.1K	0.76%	14
2025 Q1	$1.26M	Sell	1,529 -14	-0.9%	-$11.6K	0.96%	10
2024 Q4	$1.19M	Sell	1,543 -95	-6%	-$78.7K	0.89%	11
2024 Q3	$1.45M	Sell	1,638 -33	-2%	-$29.7K	1.14%	8
2024 Q2	$1.51M	Sell	1,671 -59	-3%	-$47.2K	1.27%	8
2024 Q1	$1.35M	Buy	1,730 +19	+1%	+$13.5K	1.08%	12
2023 Q4	$997K	Buy	+1,711	New	+$999K	0.89%	12

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Sage Private Wealth Group's LLY Position: Q1 2026 in Review

Sage Private Wealth Group increased its Eli Lilly (LLY) stake by 9% in Q1 2026, buying an estimated $115K and bringing the position to 1,363 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #15.

Sage Private Wealth Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sage Private Wealth Group held 1,363 shares of Eli Lilly worth $1.25M as of Q1 2026.
Sage Private Wealth Group bought 113 Eli Lilly shares in Q1 2026, an estimated $115K.
Eli Lilly made up 0.63% of Sage Private Wealth Group's portfolio in Q1 2026, its #15 holding.
Sage Private Wealth Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Sage Private Wealth Group's Eli Lilly position peaked at $1.51M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.