AFT Forsyth & Company’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.75M | Sell |
7,340
-20
| -0.3% | -$20.3K | 3.18% | 4 |
|
|
2025
Q4 | $7.91M | Sell |
7,360
-5
| -0.1% | -$4.78K | 3.41% | 4 |
|
|
2025
Q3 | $5.62M | Sell |
7,365
-35
| -0.5% | -$26K | 2.69% | 7 |
|
|
2025
Q2 | $5.77M | Sell |
7,400
-25
| -0.3% | -$19.4K | 2.96% | 7 |
|
|
2025
Q1 | $6.13M | Sell |
7,425
-125
| -2% | -$104K | 3.3% | 4 |
|
|
2024
Q4 | $5.83M | Sell |
7,550
-30
| -0.4% | -$24.8K | 2.86% | 5 |
|
|
2024
Q3 | $6.72M | Buy |
7,580
+550
| +8% | +$494K | 3.31% | 4 |
|
|
2024
Q2 | $6.36M | Buy |
7,030
+590
| +9% | +$472K | 3.12% | 5 |
|
|
2024
Q1 | $5.01M | Sell |
6,440
-590
| -8% | -$420K | 2.85% | 4 |
|
|
2023
Q4 | $4.1M | Buy |
7,030
+165
| +2% | +$96.3K | 2.58% | 8 |
|
|
2023
Q3 | $3.69M | Buy |
6,865
+190
| +3% | +$97.9K | 2.7% | 6 |
|
|
2023
Q2 | $3.13M | Sell |
6,675
-170
| -2% | -$71.3K | 2.22% | 8 |
|
|
2023
Q1 | $2.35M | Sell |
6,845
-17
| -0.2% | -$5.73K | 1.82% | 10 |
|
|
2022
Q4 | $2.51M | Sell |
6,862
-303
| -4% | -$107K | 2.14% | 8 |
|
|
2022
Q3 | $2.32M | Buy |
7,165
+45
| +0.6% | +$14.3K | 2.07% | 9 |
|
|
2022
Q2 | $2.31M | Buy |
7,120
+245
| +4% | +$73.5K | 1.86% | 10 |
|
|
2022
Q1 | $1.97M | Hold |
6,875
| – | – | 1.25% | 18 |
|
|
2021
Q4 | $1.9M | Sell |
6,875
-280
| -4% | -$71K | 0.97% | 23 |
|
|
2021
Q3 | $1.65M | Buy |
7,155
+110
| +2% | +$27.1K | 0.89% | 31 |
|
|
2021
Q2 | $1.62M | Buy |
7,045
+295
| +4% | +$59.3K | 0.86% | 28 |
|
|
2021
Q1 | $1.26M | Buy |
6,750
+55
| +0.8% | +$10.8K | 0.76% | 37 |
|
|
2020
Q4 | $1.13M | Buy |
6,695
+50
| +0.8% | +$7.46K | 0.71% | 40 |
|
|
2020
Q3 | $984K | Sell |
6,645
-335
| -5% | -$51.8K | 0.73% | 44 |
|
|
2020
Q2 | $1.15M | Buy |
6,980
+271
| +4% | +$41.6K | 0.97% | 30 |
|
|
2020
Q1 | $931K | Sell |
6,709
-1,200
| -15% | -$165K | 0.94% | 32 |
|
|
2019
Q4 | $1.04M | Hold |
7,909
| – | – | 0.79% | 44 |
|
|
2019
Q3 | $884K | Buy |
7,909
+230
| +3% | +$25.6K | 0.73% | 50 |
|
|
2019
Q2 | $851K | Sell |
7,679
-375
| -5% | -$44.2K | 0.7% | 51 |
|
|
2019
Q1 | $1.04M | Buy |
8,054
+820
| +11% | +$99.7K | 0.91% | 37 |
|
|
2018
Q4 | $837K | Buy |
7,234
+232
| +3% | +$25.9K | 0.83% | 45 |
|
|
2018
Q3 | $751K | Hold |
7,002
| – | – | 0.62% | 57 |
|
|
2018
Q2 | $597K | Buy |
7,002
+187
| +3% | +$15.4K | 0.52% | 69 |
|
|
2018
Q1 | $527K | Sell |
6,815
-200
| -3% | -$16.1K | 0.49% | 73 |
|
|
2017
Q4 | $592K | Buy |
+7,015
| New | +$597K | 0.58% | 60 |
|
|
2013
Q3 | $128K | Buy |
2,550
+600
| +31% | +$31.4K | 0.17% | 128 |
|
|
2013
Q2 | $96K | Buy |
+1,950
| New | +$106K | 0.14% | 129 |
|
Other funds holding LLY
VCM
VPM
AFT Forsyth & Company's LLY Position: Q1 2026 in Review
AFT Forsyth & Company reduced its Eli Lilly (LLY) stake by 0.27% in Q1 2026, selling an estimated $20.3K and leaving 7,340 shares worth $6.75M. The position accounts for 3.18% of the portfolio, ranked #4.
AFT Forsyth & Company first reported a position in LLY in Q2 2013 and has held it in 36 quarters since. The position peaked at $7.91M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- AFT Forsyth & Company held 7,340 shares of Eli Lilly worth $6.75M as of Q1 2026.
- AFT Forsyth & Company sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
- Eli Lilly made up 3.18% of AFT Forsyth & Company's portfolio in Q1 2026, its #4 holding.
- AFT Forsyth & Company first reported a position in Eli Lilly in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's Eli Lilly position peaked at $7.91M in Q4 2025.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.