GIM
LLY icon

Goelzer Investment Management’s Eli Lilly LLY Stock Holding History

Goelzer Investment Management’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 		$645M Sell
537,488
-2,929
-0.5% -$2.99M 28.1% 1
2026
Q1 		$497M Sell
540,417
-2,450
-0.5% -$2.48M 24.04% 1
2025
Q4 		$583M Sell
542,867
-1,625
-0.3% -$1.55M 27.06% 1
2025
Q3 		$415M Sell
544,492
-13,167
-2% -$9.8M 22.02% 1
2025
Q2 		$435M Buy
557,659
+7,349
+1% +$5.71M 23.82% 1
2025
Q1 		$455M Buy
550,310
+2,872
+0.5% +$2.39M 26.32% 1
2024
Q4 		$423M Buy
547,438
+568
+0.1% +$470K 24.53% 1
2024
Q3 		$484M Sell
546,870
-21,459
-4% -$19.3M 26.55% 1
2024
Q2 		$515M Sell
568,329
-15,072
-3% -$12.1M 28.79% 1
2024
Q1 		$454M Sell
583,401
-5,886
-1% -$4.19M 25.71% 1
2023
Q4 		$344M Sell
589,287
-59,135
-9% -$34.5M 22.09% 1
2023
Q3 		$348M Buy
648,422
+561,464
+646% +$289M 24.51% 1
2023
Q2 		$40.8M Sell
86,958
-133
-0.2% -$55.8K 3.45% 6
2023
Q1 		$29.9M Buy
87,091
+294
+0.3% +$99.2K 2.6% 6
2022
Q4 		$31.8M Buy
86,797
+265
+0.3% +$94K 2.72% 6
2022
Q3 		$28M Buy
86,532
+224
+0.3% +$71K 2.8% 5
2022
Q2 		$28M Sell
86,308
-768
-0.9% -$231K 2.7% 5
2022
Q1 		$24.9M Sell
87,076
-403
-0.5% -$104K 2.16% 7
2021
Q4 		$24.2M Buy
87,479
+1,878
+2% +$476K 1.97% 10
2021
Q3 		$19.8M Sell
85,601
-16,017
-16% -$3.95M 1.73% 9
2021
Q2 		$23.3M Sell
101,618
-3,297
-3% -$662K 1.94% 9
2021
Q1 		$19.6M Sell
104,915
-5,941
-5% -$1.16M 1.73% 10
2020
Q4 		$18.7M Sell
110,856
-201,334
-64% -$30.1M 1.72% 10
2020
Q3 		$46.2M Sell
312,190
-141
-0% -$21.8K 4.27% 1
2020
Q2 		$51.3M Buy
312,331
+1,641
+0.5% +$252K 4.94% 1
2020
Q1 		$43.1M Buy
310,690
+89
+0% +$12.2K 4.91% 1
2019
Q4 		$40.8M Sell
310,601
-900
-0.3% -$104K 3.5% 1
2019
Q3 		$34.8M Sell
311,501
-600
-0.2% -$66.8K 3.19% 2
2019
Q2 		$34.6M Sell
312,101
-50
-0% -$5.89K 3.19% 2
2019
Q1 		$40.5M Buy
312,151
+290,557
+1,346% +$35.3M 3.84% 1
2018
Q4 		$2.5M Sell
21,594
-1,077
-5% -$120K 0.32% 106
2018
Q3 		$2.43M Sell
22,671
-2,827
-11% -$283K 0.27% 119
2018
Q2 		$2.18M Sell
25,498
-3,312
-11% -$272K 0.25% 130
2018
Q1 		$2.23M Sell
28,810
-1,547
-5% -$125K 0.27% 127
2017
Q4 		$2.56M Buy
30,357
+7,686
+34% +$654K 0.29% 120
2017
Q3 		$1.94M Sell
22,671
-184
-0.8% -$15.1K 0.23% 130
2017
Q2 		$1.88M Sell
22,855
-375
-2% -$30.6K 0.23% 130
2017
Q1 		$1.95M Sell
23,230
-1,983
-8% -$159K 0.24% 129
2016
Q4 		$1.85M Sell
25,213
-215
-0.8% -$16K 0.24% 134
2016
Q3 		$2.04M Sell
25,428
-625
-2% -$50K 0.28% 130
2016
Q2 		$2.05M Sell
26,053
-126
-0.5% -$9.49K 0.28% 128
2016
Q1 		$1.89M Sell
26,179
-2,567
-9% -$194K 0.27% 131
2015
Q4 		$2.42M Sell
28,746
-300
-1% -$24.9K 0.35% 118
2015
Q3 		$2.43M Buy
29,046
+3,108
+12% +$262K 0.39% 115
2015
Q2 		$2.17M Sell
25,938
-506
-2% -$38.6K 0.33% 124
2015
Q1 		$1.92M Sell
26,444
-846
-3% -$60.2K 0.29% 129
2014
Q4 		$1.88M Sell
27,290
-1,028
-4% -$69.4K 0.28% 129
2014
Q3 		$1.84M Buy
28,318
+5,615
+25% +$356K 0.3% 121
2014
Q2 		$1.41M Sell
22,703
-930
-4% -$55.5K 0.23% 128
2014
Q1 		$1.39M Sell
23,633
-870
-4% -$48.6K 0.25% 128
2013
Q4 		$1.25M Sell
24,503
-208
-0.8% -$10.4K 0.23% 132
2013
Q3 		$1.24M Sell
24,711
-73,791
-75% -$3.86M 0.25% 126
2013
Q2 		$4.84M Buy
+98,502
New +$5.36M 0.52% 96

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Goelzer Investment Management's LLY Position: Q2 2026 in Review

Goelzer Investment Management reduced its Eli Lilly (LLY) stake by 0.54% in Q2 2026, selling an estimated $2.99M and leaving 537,488 shares worth $645M. The position accounts for 28.1% of the portfolio, ranked #1.

Goelzer Investment Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Goelzer Investment Management held 537,488 shares of Eli Lilly worth $645M as of Q2 2026.
  • Goelzer Investment Management sold 2,929 Eli Lilly shares in Q2 2026, an estimated $2.99M.
  • Eli Lilly made up 28.1% of Goelzer Investment Management's portfolio in Q2 2026, its #1 holding.
  • Goelzer Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.