GoalVest Advisory’s Eli Lilly LLY Stock Holding History

GoalVest 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	$2.72M	Buy	2,355 +178	+8%	+$210K	0.47%	28
2026 Q2	$2.61M	Sell	2,177 -1,031	-32%	-$1.05M	0.48%	31
2026 Q1	$2.95M	Buy	3,208 +803	+33%	+$814K	0.58%	27
2025 Q4	$2.58M	Buy	2,405 +978	+69%	+$935K	0.5%	29
2025 Q3	$1.09M	Sell	1,427 -52	-4%	-$38.7K	0.23%	74
2025 Q2	$1.15M	Buy	1,479 +224	+18%	+$174K	0.29%	68
2025 Q1	$1.04M	Buy	1,255 +42	+3%	+$34.9K	0.29%	69
2024 Q4	$936K	Buy	1,213 +42	+4%	+$34.8K	0.26%	65
2024 Q3	$1.04M	Sell	1,171 -10	-0.8%	-$8.99K	0.3%	63
2024 Q2	$1.07M	Buy	1,181 +17	+1%	+$13.6K	0.34%	55
2024 Q1	$906K	Buy	1,164 +1,026	+743%	+$730K	0.3%	62
2023 Q4	$80.4K	Sell	138 -190	-58%	-$111K	0.04%	104
2023 Q3	$176K	Buy	328 +83	+34%	+$42.8K	0.09%	75
2023 Q2	$115K	Buy	245 +95	+63%	+$39.8K	0.06%	90
2023 Q1	$51.5K	Hold	150	–	–	0.03%	117
2022 Q4	$54.9K	Hold	150	–	–	0.04%	105
2022 Q3	$49K	Hold	150	–	–	0.03%	111
2022 Q2	$49K	Hold	150	–	–	0.03%	164
2022 Q1	$43K	Buy	+150	New	+$38.6K	0.02%	160
2021 Q2	$69K	Hold	300	–	–	0.04%	139
2021 Q1	$56K	Hold	300	–	–	0.04%	123
2020 Q4	$51K	Buy	+300	New	+$44.8K	0.04%	117

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GoalVest Advisory's LLY Position: Q3 2026 in Review

GoalVest Advisory increased its Eli Lilly (LLY) stake by 8.2% in Q3 2026, buying an estimated $210K and bringing the position to 2,355 shares worth $2.72M. The position accounts for 0.47% of the portfolio, ranked #28.

GoalVest Advisory first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

GoalVest Advisory held 2,355 shares of Eli Lilly worth $2.72M as of Q3 2026.
GoalVest Advisory bought 178 Eli Lilly shares in Q3 2026, an estimated $210K.
Eli Lilly made up 0.47% of GoalVest Advisory's portfolio in Q3 2026, its #28 holding.
GoalVest Advisory first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Eli Lilly position peaked at $2.95M in Q1 2026.
2,871 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.