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SFMG Wealth Advisors’s Eli Lilly LLY Stock Holding History

SFMG Wealth Advisors’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 		$2.83M Buy
3,075
+149
+5% +$151K 0.19% 59
2025
Q4 		$3.14M Sell
2,926
-49
-2% -$46.9K 0.21% 53
2025
Q3 		$2.27M Buy
2,975
+66
+2% +$49.1K 0.16% 66
2025
Q2 		$2.27M Sell
2,909
-46
-2% -$35.7K 0.17% 65
2025
Q1 		$2.44M Buy
2,955
+10
+0.3% +$8.32K 0.19% 64
2024
Q4 		$2.27M Sell
2,945
-45
-2% -$37.3K 0.18% 66
2024
Q3 		$2.65M Sell
2,990
-229
-7% -$206K 0.21% 56
2024
Q2 		$2.91M Buy
3,219
+177
+6% +$142K 0.25% 52
2024
Q1 		$2.37M Sell
3,042
-441
-13% -$314K 0.2% 60
2023
Q4 		$2.03M Buy
3,483
+447
+15% +$261K 0.19% 63
2023
Q3 		$1.63M Buy
3,036
+31
+1% +$16K 0.17% 69
2023
Q2 		$1.41M Buy
3,005
+8
+0.3% +$3.35K 0.15% 76
2023
Q1 		$1.03M Buy
2,997
+112
+4% +$37.8K 0.11% 88
2022
Q4 		$1.06M Buy
2,885
+188
+7% +$66.7K 0.12% 89
2022
Q3 		$875K Buy
2,697
+21
+0.8% +$6.65K 0.1% 93
2022
Q2 		$867K Buy
2,676
+383
+17% +$115K 0.1% 93
2022
Q1 		$657K Sell
2,293
-431
-16% -$111K 0.07% 117
2021
Q4 		$752K Buy
2,724
+78
+3% +$19.8K 0.07% 117
2021
Q3 		$611K Buy
2,646
+154
+6% +$38K 0.07% 122
2021
Q2 		$572K Buy
2,492
+57
+2% +$11.4K 0.06% 135
2021
Q1 		$455K Hold
2,435
– – 0.05% 151
2020
Q4 		$411K Sell
2,435
-583
-19% -$87K 0.05% 142
2020
Q3 		$447K Buy
3,018
+1,098
+57% +$170K 0.06% 117
2020
Q2 		$315K Hold
1,920
– – 0.04% 120
2020
Q1 		$266K Buy
+1,920
New +$264K 0.04% 104
2019
Q3 		– Sell
-2,893
Closed -$313K – 159
2019
Q2 		$313K Sell
2,893
-4,471
-61% -$527K 0.04% 113
2019
Q1 		$956K Buy
7,364
+812
+12% +$98.7K 0.14% 48
2018
Q4 		$758K Buy
6,552
+1,855
+39% +$207K 0.12% 52
2018
Q3 		$501K Sell
4,697
-4
-0.1% -$400 0.08% 66
2018
Q2 		$401K Buy
4,701
+1
+0% +$82 0.07% 85
2018
Q1 		$364K Sell
4,700
-273
-5% -$22K 0.06% 93
2017
Q4 		$420K Buy
4,973
+715
+17% +$60.8K 0.07% 82
2017
Q3 		$364K Hold
4,258
– – 0.07% 87
2017
Q2 		$350K Buy
4,258
+20
+0.5% +$1.63K 0.07% 81
2017
Q1 		$356K Buy
4,238
+256
+6% +$20.5K 0.07% 77
2016
Q4 		$293K Sell
3,982
-50
-1% -$3.72K 0.06% 89
2016
Q3 		$324K Hold
4,032
– – 0.07% 80
2016
Q2 		$318K Hold
4,032
– – 0.07% 83
2016
Q1 		$290K Sell
4,032
-146
-3% -$11K 0.06% 82
2015
Q4 		$352K Sell
4,178
-698
-14% -$57.9K 0.08% 81
2015
Q3 		$408K Sell
4,876
-910
-16% -$76.8K 0.1% 77
2015
Q2 		$483K Sell
5,786
-7,430
-56% -$566K 0.11% 75
2015
Q1 		$960K Buy
13,216
+7,428
+128% +$529K 0.08% 78
2014
Q4 		$399K Hold
5,788
– – 0.09% 83
2014
Q3 		$375K Sell
5,788
-17
-0.3% -$1.08K 0.12% 50
2014
Q2 		$361K Buy
5,805
+950
+20% +$56.7K 0.12% 55
2014
Q1 		$286K Buy
4,855
+50
+1% +$2.79K 0.1% 59
2013
Q4 		$245K Sell
4,805
-320
-6% -$16K 0.08% 62
2013
Q3 		$258K Sell
5,125
-11
-0.2% -$576 0.1% 54
2013
Q2 		$252K Buy
+5,136
New +$279K 0.1% 56

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

SFMG Wealth Advisors's LLY Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Eli Lilly (LLY) stake by 5.1% in Q1 2026, buying an estimated $151K and bringing the position to 3,075 shares worth $2.83M. The position accounts for 0.19% of the portfolio, ranked #59.

SFMG Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.14M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • SFMG Wealth Advisors held 3,075 shares of Eli Lilly worth $2.83M as of Q1 2026.
  • SFMG Wealth Advisors bought 149 Eli Lilly shares in Q1 2026, an estimated $151K.
  • Eli Lilly made up 0.19% of SFMG Wealth Advisors's portfolio in Q1 2026, its #59 holding.
  • SFMG Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 50 quarters since.
  • SFMG Wealth Advisors's Eli Lilly position peaked at $3.14M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.