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Sagespring Wealth Partners’s Eli Lilly LLY Stock Holding History

Sagespring Wealth Partners’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 		$9.5M Buy
10,324
+471
+5% +$478K 0.17% 74
2025
Q4 		$10.6M Buy
9,853
+1,768
+22% +$1.69M 0.19% 70
2025
Q3 		$6.17M Sell
8,085
-682
-8% -$508K 0.12% 93
2025
Q2 		$6.83M Sell
8,767
-622
-7% -$483K 0.15% 83
2025
Q1 		$7.75M Buy
9,389
+589
+7% +$490K 0.2% 61
2024
Q4 		$6.79M Buy
+8,800
New +$7.29M 0.18% 62

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sagespring Wealth Partners's LLY Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Eli Lilly (LLY) stake by 4.8% in Q1 2026, buying an estimated $478K and bringing the position to 10,324 shares worth $9.5M. The position accounts for 0.17% of the portfolio, ranked #74.

Sagespring Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sagespring Wealth Partners held 10,324 shares of Eli Lilly worth $9.5M as of Q1 2026.
  • Sagespring Wealth Partners bought 471 Eli Lilly shares in Q1 2026, an estimated $478K.
  • Eli Lilly made up 0.17% of Sagespring Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Sagespring Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Eli Lilly position peaked at $10.6M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.