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Sigma Planning Corp’s Eli Lilly LLY Stock Holding History

Sigma Planning Corp’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 		$16.9M Buy
18,320
+1,260
+7% +$1.28M 0.47% 29
2025
Q4 		$18.4M Buy
17,060
+825
+5% +$789K 0.51% 27
2025
Q3 		$12.4M Sell
16,235
-306
-2% -$228K 0.35% 44
2025
Q2 		$12.9M Sell
16,541
-158
-0.9% -$123K 0.39% 41
2025
Q1 		$13.8M Sell
16,699
-640
-4% -$533K 0.44% 36
2024
Q4 		$13.4M Sell
17,339
-1,382
-7% -$1.14M 0.42% 39
2024
Q3 		$16.6M Sell
18,721
-2
-0% -$1.8K 0.51% 28
2024
Q2 		$17M Sell
18,723
-1,888
-9% -$1.51M 0.54% 25
2024
Q1 		$16M Buy
20,611
+6,896
+50% +$4.91M 0.5% 26
2023
Q4 		$7.99M Sell
13,715
-7,526
-35% -$4.39M 0.63% 24
2023
Q3 		$11.4M Sell
21,241
-1,754
-8% -$904K 0.43% 38
2023
Q2 		$10.8M Sell
22,995
-1,007
-4% -$422K 0.39% 44
2023
Q1 		$8.24M Buy
24,002
+4,262
+22% +$1.44M 0.27% 73
2022
Q4 		$7.22M Buy
19,740
+1,086
+6% +$385K 0.26% 86
2022
Q3 		$6.03M Buy
18,654
+891
+5% +$282K 0.23% 93
2022
Q2 		$5.76M Buy
17,763
+1,812
+11% +$544K 0.2% 110
2022
Q1 		$4.57M Sell
15,951
-928
-5% -$239K 0.14% 154
2021
Q4 		$4.66M Buy
16,879
+1,829
+12% +$464K 0.13% 168
2021
Q3 		$3.48M Sell
15,050
-348
-2% -$85.9K 0.1% 210
2021
Q2 		$3.53M Sell
15,398
-595
-4% -$120K 0.11% 215
2021
Q1 		$2.99M Buy
15,993
+979
+7% +$192K 0.1% 239
2020
Q4 		$2.54M Sell
15,014
-3,083
-17% -$460K 0.09% 232
2020
Q3 		$2.68M Buy
18,097
+2,758
+18% +$427K 0.11% 201
2020
Q2 		$2.52M Buy
15,339
+635
+4% +$97.5K 0.11% 190
2020
Q1 		$2.04M Sell
14,704
-226
-2% -$31.1K 0.12% 172
2019
Q4 		$1.96M Buy
14,930
+412
+3% +$47.8K 0.08% 247
2019
Q3 		$1.62M Sell
14,518
-1,671
-10% -$186K 0.08% 266
2019
Q2 		$1.79M Sell
16,189
-854
-5% -$101K 0.09% 237
2019
Q1 		$2.21M Buy
17,043
+1,163
+7% +$141K 0.13% 184
2018
Q4 		$1.84M Sell
15,880
-1,079
-6% -$121K 0.13% 170
2018
Q3 		$1.82M Buy
16,959
+202
+1% +$20.2K 0.11% 197
2018
Q2 		$1.43M Sell
16,757
-521
-3% -$42.8K 0.1% 214
2018
Q1 		$1.34M Buy
17,278
+306
+2% +$24.6K 0.1% 216
2017
Q4 		$1.43M Sell
16,972
-125
-0.7% -$10.6K 0.11% 207
2017
Q3 		$1.46M Buy
17,097
+2,930
+21% +$240K 0.12% 194
2017
Q2 		$1.17M Sell
14,167
-218
-2% -$17.8K 0.11% 217
2017
Q1 		$1.21M Buy
14,385
+512
+4% +$41K 0.12% 209
2016
Q4 		$1.02M Buy
13,873
+532
+4% +$39.6K 0.11% 209
2016
Q3 		$1.07M Buy
13,341
+112
+0.8% +$8.96K 0.13% 189
2016
Q2 		$1.04M Buy
13,229
+149
+1% +$11.2K 0.14% 172
2016
Q1 		$942K Sell
13,080
-45
-0.3% -$3.4K 0.13% 192
2015
Q4 		$1.11M Sell
13,125
-2,862
-18% -$238K 0.15% 158
2015
Q3 		$1.34M Sell
15,987
-928
-5% -$78.3K 0.21% 110
2015
Q2 		$1.41M Buy
16,915
+198
+1% +$15.1K 0.19% 133
2015
Q1 		$1.22M Sell
16,717
-4,390
-21% -$313K 0.16% 153
2014
Q4 		$1.46M Buy
+21,107
New +$1.42M 0.19% 130

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

Sigma Planning Corp's LLY Position: Q1 2026 in Review

Sigma Planning Corp increased its Eli Lilly (LLY) stake by 7.4% in Q1 2026, buying an estimated $1.28M and bringing the position to 18,320 shares worth $16.9M. The position accounts for 0.47% of the portfolio, ranked #29.

Sigma Planning Corp first reported a position in LLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sigma Planning Corp held 18,320 shares of Eli Lilly worth $16.9M as of Q1 2026.
  • Sigma Planning Corp bought 1,260 Eli Lilly shares in Q1 2026, an estimated $1.28M.
  • Eli Lilly made up 0.47% of Sigma Planning Corp's portfolio in Q1 2026, its #29 holding.
  • Sigma Planning Corp first reported a position in Eli Lilly in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Eli Lilly position peaked at $18.4M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.