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Golden Road Advisors’s Eli Lilly LLY Stock Holding History

Golden Road Advisors’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 		$590K Buy
492
+4
+0.8% +$4.09K 0.29% 36
2026
Q1 		$449K Buy
488
+41
+9% +$41.6K 0.26% 35
2025
Q4 		$480K Buy
447
+16
+4% +$15.3K 0.27% 32
2025
Q3 		$329K Buy
431
+49
+13% +$36.5K 0.19% 38
2025
Q2 		$298K Buy
382
+21
+6% +$16.3K 0.2% 37
2025
Q1 		$298K Buy
361
+7
+2% +$5.83K 0.23% 31
2024
Q4 		$273K Buy
354
+3
+0.9% +$2.48K 0.21% 34
2024
Q3 		$311K Sell
351
-1
-0.3% -$899 0.24% 33
2024
Q2 		$328K Buy
352
+10
+3% +$8K 0.27% 31
2024
Q1 		$266K Sell
342
-11
-3% -$7.83K 0.22% 31
2023
Q4 		$206K Buy
+353
New +$206K 0.2% 35

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

Golden Road Advisors's LLY Position: Q2 2026 in Review

Golden Road Advisors increased its Eli Lilly (LLY) stake by 0.82% in Q2 2026, buying an estimated $4.09K and bringing the position to 492 shares worth $590K. The position accounts for 0.29% of the portfolio, ranked #36.

Golden Road Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,595 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Golden Road Advisors held 492 shares of Eli Lilly worth $590K as of Q2 2026.
  • Golden Road Advisors bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
  • Eli Lilly made up 0.29% of Golden Road Advisors's portfolio in Q2 2026, its #36 holding.
  • Golden Road Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,595 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.