Sage Private Wealth Group
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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
Q3 		$1.6M Sell
1,385
-9
-0.6% -$10.6K 0.54% 24
2026
Q2 		$1.67M Buy
1,394
+31
+2% +$31.7K 0.75% 15
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
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sage Private Wealth Group's LLY Position: Q3 2026 in Review

Sage Private Wealth Group reduced its Eli Lilly (LLY) stake by 0.65% in Q3 2026, selling an estimated $10.6K and leaving 1,385 shares worth $1.6M. The position accounts for 0.54% of the portfolio, ranked #24.

Sage Private Wealth Group first reported a position in LLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Sage Private Wealth Group held 1,385 shares of Eli Lilly worth $1.6M as of Q3 2026.
  • Sage Private Wealth Group sold 9 Eli Lilly shares in Q3 2026, an estimated $10.6K.
  • Eli Lilly made up 0.54% of Sage Private Wealth Group's portfolio in Q3 2026, its #24 holding.
  • Sage Private Wealth Group first reported a position in Eli Lilly in Q4 2023 and has held it in 12 quarters since.
  • Sage Private Wealth Group's Eli Lilly position peaked at $1.67M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.