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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
Q2 		$475K Hold
396
– – 0.14% 66
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goepper Burkhardt's LLY Position: Q2 2026 in Review

Goepper Burkhardt held its Eli Lilly (LLY) position steady in Q2 2026 at 396 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #66.

Goepper Burkhardt first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Goepper Burkhardt held 396 shares of Eli Lilly worth $475K as of Q2 2026.
  • Goepper Burkhardt left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.14% of Goepper Burkhardt's portfolio in Q2 2026, its #66 holding.
  • Goepper Burkhardt first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.