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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's LLY Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Eli Lilly (LLY) stake by 114% in Q1 2026, buying an estimated $506K and bringing the position to 936 shares worth $861K. The position accounts for 0.15% of the portfolio, ranked #48.

Elwood & Goetz Wealth Advisory Group first reported a position in LLY in Q3 2023 and has held it in 9 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 936 shares of Eli Lilly worth $861K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 499 Eli Lilly shares in Q1 2026, an estimated $506K.
Eli Lilly made up 0.15% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #48 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Eli Lilly in Q3 2023 and has held it in 9 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.