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SGL Investment Advisors’s Eli Lilly LLY Stock Holding History

SGL Investment 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
Q2 		$1.14M Buy
923
+125
+16% +$128K 0.39% 55
2026
Q1 		$772K Buy
798
+14
+2% +$14.2K 0.29% 69
2025
Q4 		$800K Sell
784
-88
-10% -$84.1K 0.32% 71
2025
Q3 		$782K Buy
872
+434
+99% +$323K 0.33% 64
2025
Q2 		$341K Buy
438
+39
+10% +$30.3K 0.16% 98
2025
Q1 		$300K Buy
399
+94
+31% +$78.2K 0.15% 94
2024
Q4 		$266K Buy
305
+33
+12% +$27.3K 0.13% 94
2024
Q3 		$214K Buy
+272
New +$245K 0.11% 100

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGL Investment Advisors's LLY Position: Q2 2026 in Review

SGL Investment Advisors increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $128K and bringing the position to 923 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #55.

SGL Investment Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SGL Investment Advisors held 923 shares of Eli Lilly worth $1.14M as of Q2 2026.
  • SGL Investment Advisors bought 125 Eli Lilly shares in Q2 2026, an estimated $128K.
  • Eli Lilly made up 0.39% of SGL Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • SGL Investment Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.