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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's LLY Position: Q2 2026 in Review

GoalVest Advisory reduced its Eli Lilly (LLY) stake by 32% in Q2 2026, selling an estimated $1.05M and leaving 2,177 shares worth $2.61M. The position accounts for 0.48% of the portfolio, ranked #31.

GoalVest Advisory first reported a position in LLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.95M in Q1 2026. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

GoalVest Advisory held 2,177 shares of Eli Lilly worth $2.61M as of Q2 2026.
GoalVest Advisory sold 1,031 Eli Lilly shares in Q2 2026, an estimated $1.05M.
Eli Lilly made up 0.48% of GoalVest Advisory's portfolio in Q2 2026, its #31 holding.
GoalVest Advisory first reported a position in Eli Lilly in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Eli Lilly position peaked at $2.95M in Q1 2026.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.