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Sagewood Asset Management’s Eli Lilly LLY Stock Holding History

Sagewood Asset Management’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 		$2.42M Buy
2,635
+293
+13% +$297K 0.76% 21
2025
Q4 		$2.52M Buy
+2,342
New +$2.24M 0.89% 23

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

Sagewood Asset Management's LLY Position: Q1 2026 in Review

Sagewood Asset Management increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $297K and bringing the position to 2,635 shares worth $2.42M. The position accounts for 0.76% of the portfolio, ranked #21.

Sagewood Asset Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.52M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sagewood Asset Management held 2,635 shares of Eli Lilly worth $2.42M as of Q1 2026.
  • Sagewood Asset Management bought 293 Eli Lilly shares in Q1 2026, an estimated $297K.
  • Eli Lilly made up 0.76% of Sagewood Asset Management's portfolio in Q1 2026, its #21 holding.
  • Sagewood Asset Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Eli Lilly position peaked at $2.52M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.