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	$42.5M	Buy	+46,200	New	+$46.8M	1.23%	5
2025 Q4	–	Sell	-6,000	Closed	-$4.58M	–	655
2025 Q3	$4.58M	Sell	6,000 -16,000	-73%	-$11.9M	0.12%	207
2025 Q2	$17.1M	Buy	22,000 +14,000	+175%	+$10.9M	0.41%	76
2025 Q1	$6.61M	Sell	8,000 -26,000	-76%	-$21.6M	0.16%	176
2024 Q4	$26.2M	Buy	+34,000	New	+$28.2M	0.68%	32
2024 Q1	–	Sell	-22,900	Closed	-$13.3M	–	467
2023 Q4	$13.3M	Sell	22,900 -3,400	-13%	-$1.98M	0.54%	59
2023 Q3	$14.1M	Buy	+26,300	New	+$13.6M	0.49%	62
2022 Q3	–	Sell	-300	Closed	-$97K	–	440
2022 Q2	$97K	Buy	+300	New	+$90.1K	﹤0.01%	321
2017 Q1	–	Sell	-85,000	Closed	-$6.25M	–	371
2016 Q4	$6.25M	Buy	+85,000	New	+$6.33M	0.41%	75
2013 Q3	–	Sell	-125,000	Closed	-$6.14M	–	286
2013 Q2	$6.14M	Buy	+125,000	New	+$6.8M	0.63%	46

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.