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SageView Advisory Group’s Eli Lilly LLY Stock Holding History

SageView Advisory 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 		$13.3M Sell
11,047
-324
-3% -$331K 0.43% 28
2026
Q1 		$10.5M Sell
11,371
-193
-2% -$196K 0.38% 29
2025
Q4 		$12.4M Sell
11,564
-568
-5% -$543K 0.42% 29
2025
Q3 		$9.26M Buy
12,132
+421
+4% +$313K 0.32% 39
2025
Q2 		$9.46M Buy
11,711
+539
+5% +$419K 0.36% 31
2025
Q1 		$9.23M Sell
11,172
-60
-0.5% -$49.9K 0.39% 31
2024
Q4 		$8.67M Buy
11,232
+230
+2% +$190K 0.37% 35
2024
Q3 		$9.75M Sell
11,002
-2,283
-17% -$2.05M 0.49% 27
2024
Q2 		$12M Buy
13,285
+1,919
+17% +$1.54M 0.56% 26
2024
Q1 		$8.84M Sell
11,366
-1,646
-13% -$1.17M 0.45% 32
2023
Q4 		$8.39M Buy
13,012
+3,568
+38% +$2.08M 0.36% 35
2023
Q3 		$5.07M Buy
9,444
+67
+0.7% +$34.5K 0.29% 45
2023
Q2 		$4.4M Buy
9,377
+1,107
+13% +$464K 0.24% 58
2023
Q1 		$2.84M Buy
8,270
+303
+4% +$102K 0.18% 88
2022
Q4 		$2.91M Buy
+7,967
New +$2.82M 0.24% 74

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

SageView Advisory Group's LLY Position: Q2 2026 in Review

SageView Advisory Group reduced its Eli Lilly (LLY) stake by 2.8% in Q2 2026, selling an estimated $331K and leaving 11,047 shares worth $13.3M. The position accounts for 0.43% of the portfolio, ranked #28.

SageView Advisory Group first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SageView Advisory Group held 11,047 shares of Eli Lilly worth $13.3M as of Q2 2026.
  • SageView Advisory Group sold 324 Eli Lilly shares in Q2 2026, an estimated $331K.
  • Eli Lilly made up 0.43% of SageView Advisory Group's portfolio in Q2 2026, its #28 holding.
  • SageView Advisory Group first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.