Goepper Burkhardt’s Eli Lilly LLY Stock Holding History

Goepper Burkhardt’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	$364K	Buy	396 +32	+9%	+$32.4K	0.12%	73
2025 Q4	$391K	Hold	364	–	–	0.13%	71
2025 Q3	$278K	Hold	364	–	–	0.09%	83
2025 Q2	$284K	Buy	364 +27	+8%	+$21K	0.1%	79
2025 Q1	$278K	Buy	337 +23	+7%	+$19.1K	0.11%	80
2024 Q4	$242K	Sell	314 -12	-4%	-$9.94K	0.1%	75
2024 Q3	$289K	Hold	326	–	–	0.12%	66
2024 Q2	$295K	Sell	326 -2	-0.6%	-$1.6K	0.13%	65
2024 Q1	$249K	Buy	328 +16	+5%	+$11.4K	0.12%	72
2023 Q4	$231K	Buy	+312	New	+$182K	0.11%	72

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Goepper Burkhardt's LLY Position: Q1 2026 in Review

Goepper Burkhardt increased its Eli Lilly (LLY) stake by 8.8% in Q1 2026, buying an estimated $32.4K and bringing the position to 396 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #73.

Goepper Burkhardt first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Goepper Burkhardt held 396 shares of Eli Lilly worth $364K as of Q1 2026.
Goepper Burkhardt bought 32 Eli Lilly shares in Q1 2026, an estimated $32.4K.
Eli Lilly made up 0.12% of Goepper Burkhardt's portfolio in Q1 2026, its #73 holding.
Goepper Burkhardt first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Goepper Burkhardt's Eli Lilly position peaked at $391K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.