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Saxon Interests’s Eli Lilly LLY Stock Holding History

Saxon Interests’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 		$812K Sell
883
-261
-23% -$265K 0.28% 90
2025
Q4 		$1.23M Sell
1,144
-12
-1% -$11.5K 0.43% 59
2025
Q3 		$847K Buy
1,156
+631
+120% +$470K 0.33% 71
2025
Q2 		$434K Hold
525
– – 0.2% 112
2025
Q1 		$434K Buy
525
+161
+44% +$134K 0.2% 112
2024
Q4 		$281K Sell
364
-80
-18% -$66.2K 0.12% 146
2024
Q3 		$393K Buy
444
+105
+31% +$94.4K 0.18% 118
2024
Q2 		$307K Buy
339
+4
+1% +$3.2K 0.15% 134
2024
Q1 		$261K Buy
+335
New +$238K 0.12% 150

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Saxon Interests's LLY Position: Q1 2026 in Review

Saxon Interests reduced its Eli Lilly (LLY) stake by 23% in Q1 2026, selling an estimated $265K and leaving 883 shares worth $812K. The position accounts for 0.28% of the portfolio, ranked #90.

Saxon Interests first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Saxon Interests held 883 shares of Eli Lilly worth $812K as of Q1 2026.
  • Saxon Interests sold 261 Eli Lilly shares in Q1 2026, an estimated $265K.
  • Eli Lilly made up 0.28% of Saxon Interests's portfolio in Q1 2026, its #90 holding.
  • Saxon Interests first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Saxon Interests's Eli Lilly position peaked at $1.23M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.