Goldstream Capital Management’s Eli Lilly LLY Stock Holding History

Goldstream Capital 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 Q1	–	Sell	-829	Closed	-$891K	–	45
2025 Q4	$891K	Hold	829	–	–	0.32%	29
2025 Q3	$633K	Hold	829	–	–	0.14%	28
2025 Q2	$646K	Hold	829	–	–	0.21%	26
2025 Q1	$685K	Hold	829	–	–	0.3%	19
2024 Q4	$640K	Sell	829 -12,665	-94%	-$10.5M	0.18%	21
2024 Q3	$12M	Buy	13,494 +379	+3%	+$341K	4.02%	11
2024 Q2	$11.9M	Buy	13,115 +3,550	+37%	+$2.84M	2.81%	10
2024 Q1	$7.44M	Buy	9,565 +3,880	+68%	+$2.76M	4.19%	9
2023 Q4	$3.31M	Buy	5,685 +3,729	+191%	+$2.18M	2.2%	14
2023 Q3	$1.05M	Buy	1,956 +270	+16%	+$139K	0.83%	17
2023 Q2	$791K	Buy	1,686 +1,317	+357%	+$552K	0.57%	12
2023 Q1	$127K	Buy	+369	New	+$124K	0.13%	37

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldstream Capital Management's LLY Position: Q1 2026 in Review

Goldstream Capital Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 829 shares — an estimated $891K sold.

Goldstream Capital Management first reported a position in LLY in Q1 2023 and held it in 12 quarters. The position peaked at $12M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Goldstream Capital Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Goldstream Capital Management sold 829 Eli Lilly shares in Q1 2026, an estimated $891K.
Goldstream Capital Management first reported a position in Eli Lilly in Q1 2023 and held it in 12 quarters.
Goldstream Capital Management's Eli Lilly position peaked at $12M in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.