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Goldstone Financial Group’s Eli Lilly LLY Stock Holding History

Goldstone Financial Group’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 		$423K Buy
460
+90
+24% +$91.2K 0.05% 179
2025
Q4 		$397K Buy
370
+49
+15% +$46.9K 0.04% 175
2025
Q3 		$245K Buy
321
+4
+1% +$2.98K 0.03% 200
2025
Q2 		$248K Sell
317
-80
-20% -$62.2K 0.03% 186
2025
Q1 		$328K Sell
397
-23
-5% -$19.1K 0.05% 165
2024
Q4 		$324K Buy
420
+127
+43% +$105K 0.05% 160
2024
Q3 		$260K Sell
293
-158
-35% -$142K 0.05% 162
2024
Q2 		$408K Buy
451
+88
+24% +$70.4K 0.08% 122
2024
Q1 		$282K Buy
363
+10
+3% +$7.12K 0.06% 135
2023
Q4 		$206K Buy
+353
New +$206K 0.05% 155

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

Goldstone Financial Group's LLY Position: Q1 2026 in Review

Goldstone Financial Group increased its Eli Lilly (LLY) stake by 24% in Q1 2026, buying an estimated $91.2K and bringing the position to 460 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #179.

Goldstone Financial Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Goldstone Financial Group held 460 shares of Eli Lilly worth $423K as of Q1 2026.
  • Goldstone Financial Group bought 90 Eli Lilly shares in Q1 2026, an estimated $91.2K.
  • Eli Lilly made up 0.05% of Goldstone Financial Group's portfolio in Q1 2026, its #179 holding.
  • Goldstone Financial Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.