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Goodwin Investment Advisory’s Eli Lilly LLY Stock Holding History

Goodwin Investment Advisory’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 		$229K Hold
249
– – 0.27% 26
2025
Q4 		$268K Buy
+249
New +$238K 0.29% 22
2025
Q2 		– Sell
-649
Closed -$536K – 33
2025
Q1 		$536K Buy
649
+386
+147% +$321K 0.83% 14
2024
Q4 		$203K Hold
263
– – 0.11% 39
2024
Q3 		$233K Buy
263
+13
+5% +$11.7K 0.1% 34
2024
Q2 		$226K Hold
250
– – 0.1% 33
2024
Q1 		$194K Buy
+250
New +$178K 0.09% 34
2023
Q1 		– Sell
-249
Closed -$91.1K – 156
2022
Q4 		$91.1K Hold
249
– – 0.06% 63
2022
Q3 		$81K Buy
+249
New +$78.9K 0.06% 67
2022
Q2 		– Sell
-249
Closed -$71K – 200
2022
Q1 		$71K Buy
+249
New +$64.1K 0.05% 63

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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