Golden State Wealth Management’s Eli Lilly LLY Stock Holding History

Golden State Wealth 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	$1.39M	Buy	1,159 +84	+8%	+$85.8K	0.13%	161
2026 Q1	$989K	Buy	1,075 +116	+12%	+$118K	0.11%	159
2025 Q4	$1.03M	Buy	959 +16	+2%	+$15.3K	0.11%	149
2025 Q3	$720K	Sell	943 -15	-2%	-$11.2K	0.08%	191
2025 Q2	$747K	Sell	958 -61	-6%	-$47.4K	0.09%	176
2025 Q1	$842K	Buy	1,019 +85	+9%	+$70.7K	0.13%	143
2024 Q4	$722K	Buy	+934	New	+$773K	0.11%	151

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Golden State Wealth Management's LLY Position: Q2 2026 in Review

Golden State Wealth Management increased its Eli Lilly (LLY) stake by 7.8% in Q2 2026, buying an estimated $85.8K and bringing the position to 1,159 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #161.

Golden State Wealth Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Golden State Wealth Management held 1,159 shares of Eli Lilly worth $1.39M as of Q2 2026.
Golden State Wealth Management bought 84 Eli Lilly shares in Q2 2026, an estimated $85.8K.
Eli Lilly made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #161 holding.
Golden State Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.