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	$7.36M	Buy	8,000 +6,000	+300%	+$6.08M	0.21%	136
2025 Q4	$2.15M	Sell	2,000 -14,000	-88%	-$13.4M	0.06%	302
2025 Q3	$12.2M	Buy	16,000 +8,000	+100%	+$5.95M	0.31%	99
2025 Q2	$6.24M	Sell	8,000 -4,000	-33%	-$3.11M	0.15%	179
2025 Q1	$9.91M	Buy	+12,000	New	+$9.99M	0.24%	129
2024 Q3	–	Sell	-8,000	Closed	-$7.24M	–	543
2024 Q2	$7.24M	Buy	+8,000	New	+$6.4M	0.21%	136
2024 Q1	–	Sell	-5,200	Closed	-$3.03M	–	468
2023 Q4	$3.03M	Buy	+5,200	New	+$3.04M	0.12%	161
2023 Q3	–	Sell	-8,800	Closed	-$4.13M	–	427
2023 Q2	$4.13M	Sell	8,800 -17,700	-67%	-$7.42M	0.15%	155
2023 Q1	$9.1M	Buy	+26,500	New	+$8.94M	0.37%	86
2022 Q4	–	Sell	-10,000	Closed	-$3.23M	–	435
2022 Q3	$3.23M	Buy	+10,000	New	+$3.17M	0.15%	159

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.