Elwood & Goetz Wealth Advisory Group’s Eli Lilly LLY Stock Holding History

Elwood & Goetz Wealth Advisory 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 Q2	$1.11M	Sell	927 -9	-1%	-$9.2K	0.16%	47
2026 Q1	$861K	Buy	936 +499	+114%	+$506K	0.15%	48
2025 Q4	$470K	Buy	437 +49	+13%	+$46.9K	0.08%	70
2025 Q3	$296K	Buy	+388	New	+$289K	0.06%	97
2025 Q1	–	Sell	-544	Closed	-$420K	–	102
2024 Q4	$420K	Buy	544 +10	+2%	+$8.28K	0.1%	59
2024 Q3	$473K	Hold	534	–	–	0.12%	57
2024 Q2	$483K	Hold	534	–	–	0.14%	44
2024 Q1	$415K	Hold	534	–	–	0.1%	56
2023 Q4	$311K	Buy	534 +36	+7%	+$21K	0.07%	65
2023 Q3	$267K	Buy	+498	New	+$257K	0.06%	64

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's LLY Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Eli Lilly (LLY) stake by 0.96% in Q2 2026, selling an estimated $9.2K and leaving 927 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #47.

Elwood & Goetz Wealth Advisory Group first reported a position in LLY in Q3 2023 and has held it in 10 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 927 shares of Eli Lilly worth $1.11M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 9 Eli Lilly shares in Q2 2026, an estimated $9.2K.
Eli Lilly made up 0.16% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #47 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Eli Lilly in Q3 2023 and has held it in 10 quarters since.
4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.