Gold Investment Management’s Eli Lilly LLY Stock Holding History

Gold 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	$2.87M	Hold	2,391	–	–	0.78%	50
2026 Q1	$2.2M	Hold	2,391	–	–	0.68%	55
2025 Q4	$2.57M	Sell	2,391 -496	-17%	-$474K	0.82%	50
2025 Q3	$2.2M	Hold	2,887	–	–	0.74%	54
2025 Q2	$2.24M	Hold	2,887	–	–	0.84%	49
2025 Q1	$2.38M	Hold	2,887	–	–	1.01%	41
2024 Q4	$2.23M	Hold	2,887	–	–	0.94%	45
2024 Q3	$2.56M	Sell	2,887 -1,261	-30%	-$1.13M	1.07%	35
2024 Q2	$3.76M	Sell	4,148 -377	-8%	-$302K	1.59%	19
2024 Q1	$3.52M	Sell	4,525 -495	-10%	-$352K	1.42%	21
2023 Q4	$2.93M	Buy	+5,020	New	+$2.93M	1.25%	28

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gold Investment Management held its Eli Lilly (LLY) position steady in Q2 2026 at 2,391 shares worth $2.87M. The position accounts for 0.78% of the portfolio, ranked #50.

Gold Investment Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q2 2024. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Gold Investment Management held 2,391 shares of Eli Lilly worth $2.87M as of Q2 2026.
Gold Investment Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.78% of Gold Investment Management's portfolio in Q2 2026, its #50 holding.
Gold Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's Eli Lilly position peaked at $3.76M in Q2 2024.
4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.