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Good Steward Wealth Advisors’s Eli Lilly LLY Stock Holding History

Good Steward Wealth 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 		$399K Buy
333
+8
+2% +$8.17K 0.24% 38
2026
Q1 		$299K Sell
325
-27
-8% -$27.4K 0.19% 46
2025
Q4 		$378K Sell
352
-18
-5% -$17.2K 0.25% 39
2025
Q3 		$282K Sell
370
-141
-28% -$105K 0.2% 63
2025
Q2 		$398K Sell
511
-69
-12% -$53.6K 0.31% 50
2025
Q1 		$479K Buy
+580
New +$483K 0.44% 58

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Good Steward Wealth Advisors's LLY Position: Q2 2026 in Review

Good Steward Wealth Advisors increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $8.17K and bringing the position to 333 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #38.

Good Steward Wealth Advisors first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $479K in Q1 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Good Steward Wealth Advisors held 333 shares of Eli Lilly worth $399K as of Q2 2026.
  • Good Steward Wealth Advisors bought 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.24% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Good Steward Wealth Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • Good Steward Wealth Advisors's Eli Lilly position peaked at $479K in Q1 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.