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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
Q2 		$299K Hold
249
– – 0.6% 21
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 $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

Goodwin Investment Advisory's LLY Position: Q2 2026 in Review

Goodwin Investment Advisory held its Eli Lilly (LLY) position steady in Q2 2026 at 249 shares worth $299K. The position accounts for 0.6% of the portfolio, ranked #21.

Goodwin Investment Advisory first reported a position in LLY in Q1 2022 and has held it in 11 quarters since. The position peaked at $536K in Q1 2025. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Goodwin Investment Advisory held 249 shares of Eli Lilly worth $299K as of Q2 2026.
  • Goodwin Investment Advisory left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.6% of Goodwin Investment Advisory's portfolio in Q2 2026, its #21 holding.
  • Goodwin Investment Advisory first reported a position in Eli Lilly in Q1 2022 and has held it in 11 quarters since.
  • Goodwin Investment Advisory's Eli Lilly position peaked at $536K in Q1 2025.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.