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Golden State Equity Partners’s Eli Lilly LLY Stock Holding History

Golden State Equity Partners’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 		$6.84M Buy
7,432
+3,897
+110% +$3.95M 0.52% 32
2025
Q4 		$3.8M Buy
3,535
+440
+14% +$421K 0.61% 28
2025
Q3 		$2.36M Sell
3,095
-9
-0.3% -$6.7K 0.4% 48
2025
Q2 		$2.42M Buy
3,104
+582
+23% +$452K 0.45% 46
2025
Q1 		$2.08M Buy
2,522
+38
+2% +$31.6K 0.41% 56
2024
Q4 		$1.92M Buy
2,484
+2,389
+2,515% +$1.98M 0.37% 58
2024
Q3 		$84.2K Sell
95
-2,241
-96% -$2.01M 0.04% 303
2024
Q2 		$2.11M Buy
+2,336
New +$1.87M 0.44% 46
2023
Q4 		$1.45M Buy
2,481
+271
+12% +$158K 0.35% 71
2023
Q3 		$1.19M Sell
2,210
-96
-4% -$49.5K 0.33% 79
2023
Q2 		$1.08M Buy
2,306
+18
+0.8% +$7.55K 0.3% 81
2023
Q1 		$786K Buy
+2,288
New +$772K 0.43% 71
2022
Q1 		$379K Hold
1,322
– – 0.19% 130
2021
Q4 		$365K Sell
1,322
-8
-0.6% -$2.03K 0.18% 109
2021
Q3 		$307K Sell
1,330
-68
-5% -$16.8K 0.13% 161
2021
Q2 		$321K Sell
1,398
-446
-24% -$89.6K 0.12% 169
2021
Q1 		$344K Buy
1,844
+486
+36% +$95.1K 0.2% 113
2020
Q4 		$229K Buy
+1,358
New +$203K 0.16% 149

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Golden State Equity Partners's LLY Position: Q1 2026 in Review

Golden State Equity Partners increased its Eli Lilly (LLY) stake by 110% in Q1 2026, buying an estimated $3.95M and bringing the position to 7,432 shares worth $6.84M. The position accounts for 0.52% of the portfolio, ranked #32.

Golden State Equity Partners first reported a position in LLY in Q4 2020 and has held it in 18 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Golden State Equity Partners held 7,432 shares of Eli Lilly worth $6.84M as of Q1 2026.
  • Golden State Equity Partners bought 3,897 Eli Lilly shares in Q1 2026, an estimated $3.95M.
  • Eli Lilly made up 0.52% of Golden State Equity Partners's portfolio in Q1 2026, its #32 holding.
  • Golden State Equity Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 18 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.