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Steel Grove Capital Advisors’s Eli Lilly LLY Stock Holding History

Steel Grove Capital 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 		$601K Buy
653
+49
+8% +$49.7K 0.06% 128
2025
Q4 		$649K Sell
604
-14
-2% -$13.4K 0.07% 107
2025
Q3 		$481K Sell
618
-20,000
-97% -$14.9M 0.06% 128
2025
Q2 		$1.46M Buy
20,618
+20,001
+3,242% +$15.5M 0.17% 84
2025
Q1 		$510K Sell
617
-63
-9% -$52.4K 0.08% 110
2024
Q4 		$525K Buy
+680
New +$563K 0.07% 112
2024
Q3 		– Sell
-647
Closed -$586K – 183
2024
Q2 		$586K Sell
647
-148
-19% -$118K 0.08% 110
2024
Q1 		$618K Buy
795
+407
+105% +$290K 0.08% 110
2023
Q4 		$226K Buy
+388
New +$226K 0.03% 172
2019
Q1 		– Sell
-2,975
Closed -$344K – 203
2018
Q4 		$344K Sell
2,975
-133
-4% -$14.9K 0.05% 234
2018
Q3 		$334K Buy
3,108
+133
+4% +$13.3K 0.05% 242
2018
Q2 		$254K Sell
2,975
-116
-4% -$9.53K 0.04% 267
2018
Q1 		$239K Hold
3,091
– – 0.04% 272
2017
Q4 		$261K Hold
3,091
– – 0.04% 253
2017
Q3 		$264K Hold
3,091
– – 0.05% 240
2017
Q2 		$254K Sell
3,091
-2,000
-39% -$163K 0.05% 241
2017
Q1 		$428K Buy
5,091
+116
+2% +$9.29K 0.08% 180
2016
Q4 		$366K Buy
4,975
+2,000
+67% +$149K 0.07% 181
2016
Q3 		$239K Hold
2,975
– – 0.05% 170
2016
Q2 		$234K Hold
2,975
– – 0.06% 157
2016
Q1 		$214K Hold
2,975
– – 0.05% 163
2015
Q4 		$251K Buy
+2,975
New +$247K 0.06% 168
2014
Q3 		$4.88M Buy
75,324
+2,112
+3% +$134K 1.14% 21
2014
Q2 		$4.55M Sell
73,212
-2,781
-4% -$166K 1.07% 28
2014
Q1 		$4.47M Buy
75,993
+9,554
+14% +$533K 1.11% 28
2013
Q4 		$3.39M Buy
66,439
+9,376
+16% +$470K 0.86% 50
2013
Q3 		$2.87M Buy
57,063
+1,964
+4% +$103K 0.81% 45
2013
Q2 		$2.71M Buy
+55,099
New +$3M 0.86% 43

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

Steel Grove Capital Advisors's LLY Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Eli Lilly (LLY) stake by 8.1% in Q1 2026, buying an estimated $49.7K and bringing the position to 653 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #128.

Steel Grove Capital Advisors first reported a position in LLY in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.88M in Q3 2014. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Steel Grove Capital Advisors held 653 shares of Eli Lilly worth $601K as of Q1 2026.
  • Steel Grove Capital Advisors bought 49 Eli Lilly shares in Q1 2026, an estimated $49.7K.
  • Eli Lilly made up 0.06% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #128 holding.
  • Steel Grove Capital Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 28 quarters since.
  • Steel Grove Capital Advisors's Eli Lilly position peaked at $4.88M in Q3 2014.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.