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Sunpointe’s Eli Lilly LLY Stock Holding History

Sunpointe’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 		$1.1M Sell
1,198
-29
-2% -$29.4K 0.36% 62
2025
Q4 		$1.32M Buy
1,227
+75
+7% +$71.7K 0.44% 46
2025
Q3 		$879K Sell
1,152
-31
-3% -$23.1K 0.32% 68
2025
Q2 		$922K Buy
1,183
+153
+15% +$119K 0.37% 61
2025
Q1 		$850K Sell
1,030
-100
-9% -$83.2K 0.45% 47
2024
Q4 		$872K Buy
1,130
+126
+13% +$104K 0.44% 48
2024
Q3 		$889K Buy
1,004
+259
+35% +$233K 0.73% 31
2024
Q2 		$675K Buy
745
+82
+12% +$65.6K 0.44% 44
2024
Q1 		$516K Buy
663
+35
+6% +$24.9K 0.57% 51
2023
Q4 		$366K Buy
+628
New +$367K 0.46% 67

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

Sunpointe's LLY Position: Q1 2026 in Review

Sunpointe reduced its Eli Lilly (LLY) stake by 2.4% in Q1 2026, selling an estimated $29.4K and leaving 1,198 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #62.

Sunpointe first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sunpointe held 1,198 shares of Eli Lilly worth $1.1M as of Q1 2026.
  • Sunpointe sold 29 Eli Lilly shares in Q1 2026, an estimated $29.4K.
  • Eli Lilly made up 0.36% of Sunpointe's portfolio in Q1 2026, its #62 holding.
  • Sunpointe first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Eli Lilly position peaked at $1.32M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.