Gladstone Institutional Advisory
LLY icon

Gladstone Institutional Advisory’s Eli Lilly LLY Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$24.9M Buy
21,547
+1,811
+9% +$2.14M 0.71% 26
2026
Q2 		$23.7M Buy
19,736
+1,037
+6% +$1.06M 0.75% 25
2026
Q1 		$17.2M Sell
18,699
-1,386
-7% -$1.41M 0.64% 37
2025
Q4 		$21.6M Sell
20,085
-846
-4% -$809K 0.82% 25
2025
Q3 		$16M Buy
20,931
+1,727
+9% +$1.29M 0.62% 33
2025
Q2 		$15M Buy
19,204
+1,857
+11% +$1.44M 0.62% 33
2025
Q1 		$14.3M Buy
17,347
+1,290
+8% +$1.07M 0.67% 30
2024
Q4 		$12.4M Sell
16,057
-60
-0.4% -$49.7K 0.58% 34
2024
Q3 		$14.3M Buy
16,117
+4,607
+40% +$4.14M 0.7% 32
2024
Q2 		$10.4M Buy
11,510
+158
+1% +$126K 0.54% 36
2024
Q1 		$8.83M Sell
11,352
-899
-7% -$640K 0.48% 41
2023
Q4 		$7.14M Sell
12,251
-48
-0.4% -$28K 0.4% 60
2023
Q3 		$6.61M Buy
12,299
+286
+2% +$147K 0.43% 51
2023
Q2 		$5.63M Sell
12,013
-390
-3% -$164K 0.34% 75
2023
Q1 		$4.26M Sell
12,403
-1,593
-11% -$537K 0.28% 100
2022
Q4 		$5.12M Sell
13,996
-1,576
-10% -$559K 0.36% 67
2022
Q3 		$5.04M Buy
15,572
+973
+7% +$308K 0.39% 55
2022
Q2 		$4.73M Buy
14,599
+3,032
+26% +$910K 0.37% 63
2022
Q1 		$3.31M Buy
11,567
+9,582
+483% +$2.47M 0.22% 119
2021
Q4 		$548K Sell
1,985
-2,837
-59% -$719K 0.04% 364
2021
Q3 		$1.11M Buy
4,822
+3,550
+279% +$876K 0.11% 219
2021
Q2 		$292K Sell
1,272
-4,268
-77% -$857K 0.04% 404
2021
Q1 		$1.04M Buy
+5,540
New +$1.08M 0.16% 141
2020
Q1 		– Sell
-1,753
Closed -$231K – 302
2019
Q4 		$231K Buy
+1,753
New +$203K 0.06% 235
2019
Q3 		– Sell
-1,850
Closed -$205K – 293
2019
Q2 		$205K Buy
+1,850
New +$218K 0.06% 256

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Gladstone Institutional Advisory's LLY Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Eli Lilly (LLY) stake by 9.2% in Q3 2026, buying an estimated $2.14M and bringing the position to 21,547 shares worth $24.9M. The position accounts for 0.71% of the portfolio, ranked #26.

Gladstone Institutional Advisory first reported a position in LLY in Q2 2019 and has held it in 25 quarters since. 3,997 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Gladstone Institutional Advisory held 21,547 shares of Eli Lilly worth $24.9M as of Q3 2026.
  • Gladstone Institutional Advisory bought 1,811 Eli Lilly shares in Q3 2026, an estimated $2.14M.
  • Eli Lilly made up 0.71% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #26 holding.
  • Gladstone Institutional Advisory first reported a position in Eli Lilly in Q2 2019 and has held it in 25 quarters since.
  • 3,997 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.