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 Q2	–	Sell	-8,000	Closed	-$7.36M	–	822
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 $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

J. Goldman & Co's LLY Position: Q2 2026 in Review

J. Goldman & Co sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 21,180 shares — an estimated $19.5M sold.

J. Goldman & Co first reported a position in LLY in Q3 2019 and held it in 11 quarters. The position peaked at $25.1M in Q1 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

J. Goldman & Co reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 21,180 Eli Lilly shares in Q2 2026, an estimated $19.5M.
J. Goldman & Co first reported a position in Eli Lilly in Q3 2019 and held it in 11 quarters.
J. Goldman & Co's Eli Lilly position peaked at $25.1M in Q1 2025.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.