Sandbox Financial Partners’s Eli Lilly LLY Stock Holding History

Sandbox Financial 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	$2.47M	Buy	2,681 +24	+0.9%	+$24.3K	0.69%	32
2025 Q4	$2.86M	Sell	2,657 -147	-5%	-$141K	0.79%	31
2025 Q3	$2.14M	Sell	2,804 -1,150	-29%	-$856K	0.61%	33
2025 Q2	$3.08M	Sell	3,954 -271	-6%	-$211K	0.97%	21
2025 Q1	$3.49M	Sell	4,225 -581	-12%	-$483K	1.23%	20
2024 Q4	$3.71M	Sell	4,806 -20	-0.4%	-$16.6K	1.24%	18
2024 Q3	$4.28M	Buy	4,826 +169	+4%	+$152K	1.51%	18
2024 Q2	$4.22M	Buy	4,657 +1,230	+36%	+$984K	1.62%	17
2024 Q1	$2.67M	Buy	3,427 +1,213	+55%	+$863K	1.12%	21
2023 Q4	$1.29M	Buy	2,214 +682	+45%	+$398K	0.61%	27
2023 Q3	$823K	Buy	1,532 +497	+48%	+$256K	0.44%	36
2023 Q2	$486K	Sell	1,035 -306	-23%	-$128K	0.25%	52
2023 Q1	$460K	Buy	1,341 +388	+41%	+$131K	0.28%	50
2022 Q4	$349K	Buy	953 +213	+29%	+$75.5K	0.24%	53
2022 Q3	$239K	Sell	740 -11	-1%	-$3.48K	0.17%	66
2022 Q2	$243K	Sell	751 -19	-2%	-$5.7K	0.17%	69
2022 Q1	$220K	Buy	770 +4	+0.5%	+$1.03K	0.13%	82
2021 Q4	$211K	Buy	+766	New	+$194K	0.13%	93

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sandbox Financial Partners's LLY Position: Q1 2026 in Review

Sandbox Financial Partners increased its Eli Lilly (LLY) stake by 0.9% in Q1 2026, buying an estimated $24.3K and bringing the position to 2,681 shares worth $2.47M. The position accounts for 0.69% of the portfolio, ranked #32.

Sandbox Financial Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.28M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sandbox Financial Partners held 2,681 shares of Eli Lilly worth $2.47M as of Q1 2026.
Sandbox Financial Partners bought 24 Eli Lilly shares in Q1 2026, an estimated $24.3K.
Eli Lilly made up 0.69% of Sandbox Financial Partners's portfolio in Q1 2026, its #32 holding.
Sandbox Financial Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Sandbox Financial Partners's Eli Lilly position peaked at $4.28M in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.