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Sendero Wealth Management’s Eli Lilly LLY Stock Holding History

Sendero Wealth 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 		$673K Sell
732
-53
-7% -$53.7K 0.07% 139
2025
Q4 		$843K Buy
+785
New +$751K 0.09% 121

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

Sendero Wealth Management's LLY Position: Q1 2026 in Review

Sendero Wealth Management reduced its Eli Lilly (LLY) stake by 6.8% in Q1 2026, selling an estimated $53.7K and leaving 732 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #139.

Sendero Wealth Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $843K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sendero Wealth Management held 732 shares of Eli Lilly worth $673K as of Q1 2026.
  • Sendero Wealth Management sold 53 Eli Lilly shares in Q1 2026, an estimated $53.7K.
  • Eli Lilly made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Sendero Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Sendero Wealth Management's Eli Lilly position peaked at $843K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.