SageGuard Financial Group’s Eli Lilly LLY Stock Holding History

SageGuard Financial 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 Q2	$5.44M	Buy	4,536 +1,042	+30%	+$1.06M	0.76%	45
2026 Q1	$3.21M	Buy	3,494 +2,236	+178%	+$2.27M	0.5%	55
2025 Q4	$1.35M	Buy	+1,258	New	+$1.2M	0.22%	80
2021 Q3	–	Sell	-1,455	Closed	-$334K	–	77
2021 Q2	$334K	Sell	1,455 -8	-0.5%	-$1.61K	0.15%	101
2021 Q1	$274K	Sell	1,463 -32	-2%	-$6.26K	0.13%	107
2020 Q4	$254K	Buy	+1,495	New	+$223K	0.12%	104

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's LLY Position: Q2 2026 in Review

SageGuard Financial Group increased its Eli Lilly (LLY) stake by 30% in Q2 2026, buying an estimated $1.06M and bringing the position to 4,536 shares worth $5.44M. The position accounts for 0.76% of the portfolio, ranked #45.

SageGuard Financial Group first reported a position in LLY in Q4 2020 and has held it in 6 quarters since. 3,023 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

SageGuard Financial Group held 4,536 shares of Eli Lilly worth $5.44M as of Q2 2026.
SageGuard Financial Group bought 1,042 Eli Lilly shares in Q2 2026, an estimated $1.06M.
Eli Lilly made up 0.76% of SageGuard Financial Group's portfolio in Q2 2026, its #45 holding.
SageGuard Financial Group first reported a position in Eli Lilly in Q4 2020 and has held it in 6 quarters since.
3,023 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.