J. Goldman & Co’s Eli Lilly LLY Stock Holding History

J. Goldman & Co’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	$19.5M	Buy	+21,180	New	+$21.5M	0.57%	36
2025 Q3	–	Sell	-15,053	Closed	-$11.2M	–	542
2025 Q2	$11.7M	Sell	15,053 -15,335	-50%	-$11.9M	0.28%	115
2025 Q1	$25.1M	Buy	30,388 +3,610	+13%	+$3M	0.62%	35
2024 Q4	$20.7M	Buy	26,778 +21,820	+440%	+$18.1M	0.54%	48
2024 Q3	$4.39M	Buy	+4,958	New	+$4.46M	0.12%	177
2024 Q2	–	Sell	-3,059	Closed	-$2.45M	–	531
2024 Q1	$2.38M	Sell	3,059 -37,102	-92%	-$26.4M	0.08%	207
2023 Q4	$23.4M	Buy	40,161 +19,948	+99%	+$11.6M	0.95%	28
2023 Q3	$10.9M	Buy	+20,213	New	+$10.4M	0.38%	82
2022 Q4	–	Sell	-30,984	Closed	-$10M	–	434
2022 Q3	$10M	Buy	30,984 +17,060	+123%	+$5.41M	0.48%	65
2022 Q2	$4.51M	Buy	+13,924	New	+$4.18M	0.22%	112
2019 Q4	–	Sell	-2,663	Closed	-$298K	–	311
2019 Q3	$298K	Buy	+2,663	New	+$296K	0.02%	248

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

J. Goldman & Co's LLY Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Eli Lilly (LLY) in Q1 2026: 21,180 shares worth $19.5M. The stake represents 0.57% of the portfolio and ranks #36 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in LLY as recently as Q2 2025.

J. Goldman & Co first reported a position in LLY in Q3 2019 and has held it in 11 quarters since. The position peaked at $25.1M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

J. Goldman & Co held 21,180 shares of Eli Lilly worth $19.5M as of Q1 2026.
Eli Lilly was a new J. Goldman & Co position in Q1 2026.
Eli Lilly made up 0.57% of J. Goldman & Co's portfolio in Q1 2026, its #36 holding.
J. Goldman & Co first reported a position in Eli Lilly in Q3 2019 and has held it in 11 quarters since.
J. Goldman & Co's Eli Lilly position peaked at $25.1M in Q1 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.