Gould Asset Management’s Eli Lilly LLY Stock Holding History

Gould Asset 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 Q2	$2.04M	Buy	1,702 +105	+7%	+$107K	0.32%	40
2026 Q1	$1.47M	Buy	1,597 +34	+2%	+$34.5K	0.26%	51
2025 Q4	$1.68M	Sell	1,563 -5	-0.3%	-$4.78K	0.3%	46
2025 Q3	$1.2M	Hold	1,568	–	–	0.22%	53
2025 Q2	$1.22M	Buy	1,568 +1,020	+186%	+$793K	0.24%	52
2025 Q1	$453K	Hold	548	–	–	0.09%	104
2024 Q4	$423K	Sell	548 -76	-12%	-$62.9K	0.09%	107
2024 Q3	$553K	Sell	624 -39	-6%	-$35.1K	0.12%	91
2024 Q2	$600K	Buy	663 +39	+6%	+$31.2K	0.14%	82
2024 Q1	$485K	Hold	624	–	–	0.12%	92
2023 Q4	$364K	Hold	624	–	–	0.09%	111
2023 Q3	$335K	Buy	624 +8	+1%	+$4.12K	0.09%	105
2023 Q2	$289K	Hold	616	–	–	0.08%	116
2023 Q1	$212K	Hold	616	–	–	0.06%	138
2022 Q4	$225K	Buy	+616	New	+$218K	0.07%	135
2022 Q3	–	Sell	-616	Closed	-$200K	–	140
2022 Q2	$200K	Buy	+616	New	+$185K	0.06%	135

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gould Asset Management's LLY Position: Q2 2026 in Review

Gould Asset Management increased its Eli Lilly (LLY) stake by 6.6% in Q2 2026, buying an estimated $107K and bringing the position to 1,702 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #40.

Gould Asset Management first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Gould Asset Management held 1,702 shares of Eli Lilly worth $2.04M as of Q2 2026.
Gould Asset Management bought 105 Eli Lilly shares in Q2 2026, an estimated $107K.
Eli Lilly made up 0.32% of Gould Asset Management's portfolio in Q2 2026, its #40 holding.
Gould Asset Management first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.