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Goldstein Advisors’s Eli Lilly LLY Stock Holding History

Goldstein 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 		$630K Sell
525
-1
-0.2% -$1.02K 0.06% 112
2026
Q1 		$484K Buy
526
+20
+4% +$20.3K 0.05% 103
2025
Q4 		$544K Sell
506
-16
-3% -$15.3K 0.06% 100
2025
Q3 		$398K Sell
522
-114
-18% -$84.8K 0.05% 112
2025
Q2 		$496K Sell
636
-29
-4% -$22.5K 0.07% 93
2025
Q1 		$549K Buy
665
+38
+6% +$31.6K 0.08% 87
2024
Q4 		$484K Sell
627
-19
-3% -$15.7K 0.07% 94
2024
Q3 		$572K Buy
646
+16
+3% +$14.4K 0.09% 81
2024
Q2 		$570K Sell
630
-21
-3% -$16.8K 0.1% 74
2024
Q1 		$506K Buy
651
+16
+3% +$11.4K 0.09% 79
2023
Q4 		$370K Buy
635
+72
+13% +$42K 0.06% 125
2023
Q3 		$302K Buy
563
+32
+6% +$16.5K 0.06% 103
2023
Q2 		$249K Buy
+531
New +$223K 0.05% 120
2023
Q1 		– Sell
-603
Closed -$221K – 166
2022
Q4 		$221K Buy
+603
New +$214K 0.05% 124

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Goldstein Advisors's LLY Position: Q2 2026 in Review

Goldstein Advisors reduced its Eli Lilly (LLY) stake by 0.19% in Q2 2026, selling an estimated $1.02K and leaving 525 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #112.

Goldstein Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Goldstein Advisors held 525 shares of Eli Lilly worth $630K as of Q2 2026.
  • Goldstein Advisors sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #112 holding.
  • Goldstein Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.