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Sound View Wealth Advisors Group’s Eli Lilly LLY Stock Holding History

Sound View Wealth Advisors Group’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 		$20.6M Sell
22,393
-296
-1% -$300K 1.4% 15
2025
Q4 		$24.4M Sell
22,689
-139
-0.6% -$133K 1.64% 13
2025
Q3 		$17.4M Sell
22,828
-556
-2% -$414K 1.2% 22
2025
Q2 		$18.2M Sell
23,384
-5,813
-20% -$4.52M 1.35% 17
2025
Q1 		$24.1M Sell
29,197
-220
-0.7% -$183K 1.98% 8
2024
Q4 		$22.7M Buy
29,417
+1,853
+7% +$1.53M 1.83% 8
2024
Q3 		$24.4M Buy
27,564
+920
+3% +$827K 1.99% 6
2024
Q2 		$24.1M Sell
26,644
-275
-1% -$220K 2.49% 4
2024
Q1 		$20.9M Sell
26,919
-224
-0.8% -$159K 2.23% 5
2023
Q4 		$15.8M Sell
27,143
-695
-2% -$406K 1.75% 9
2023
Q3 		$15M Buy
27,838
+355
+1% +$183K 1.86% 8
2023
Q2 		$12.9M Sell
27,483
-588
-2% -$247K 1.69% 12
2023
Q1 		$9.64M Buy
28,071
+928
+3% +$313K 1.32% 14
2022
Q4 		$15.8M Buy
27,143
+3,835
+16% +$1.36M 1.75% 9
2022
Q3 		$7.54M Sell
23,308
-1,040
-4% -$330K 1.69% 12
2022
Q2 		$7.89M Sell
24,348
-873
-3% -$262K 1.65% 12
2022
Q1 		$7.22M Buy
25,221
+160
+0.6% +$41.2K 1.37% 17
2021
Q4 		$6.92M Buy
25,061
+146
+0.6% +$37K 1.31% 19
2021
Q3 		$5.76M Sell
24,915
-281
-1% -$69.4K 1.2% 19
2021
Q2 		$5.78M Buy
25,196
+725
+3% +$146K 1.22% 20
2021
Q1 		$4.57M Sell
24,471
-1,124
-4% -$220K 1.06% 26
2020
Q4 		$4.32M Sell
25,595
-278
-1% -$41.5K 1.06% 28
2020
Q3 		$3.83M Sell
25,873
-236
-0.9% -$36.5K 1.01% 29
2020
Q2 		$4.29M Buy
26,109
+3,211
+14% +$493K 1.21% 23
2020
Q1 		$3.18M Sell
22,898
-138
-0.6% -$19K 1.1% 29
2019
Q4 		$3.03M Buy
23,036
+61
+0.3% +$7.07K 0.85% 40
2019
Q3 		$2.57M Sell
22,975
-836
-4% -$93.1K 0.77% 41
2019
Q2 		$2.64M Buy
+23,811
New +$2.8M 0.78% 40

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

Sound View Wealth Advisors Group's LLY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $300K and leaving 22,393 shares worth $20.6M. The position accounts for 1.4% of the portfolio, ranked #15.

Sound View Wealth Advisors Group first reported a position in LLY in Q2 2019 and has held it in 28 quarters since. The position peaked at $24.4M in Q3 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sound View Wealth Advisors Group held 22,393 shares of Eli Lilly worth $20.6M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 296 Eli Lilly shares in Q1 2026, an estimated $300K.
  • Eli Lilly made up 1.4% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #15 holding.
  • Sound View Wealth Advisors Group first reported a position in Eli Lilly in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Eli Lilly position peaked at $24.4M in Q3 2024.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.