AFS
LLY icon

Aft Forsyth & Sober’s Eli Lilly LLY Stock Holding History

Aft Forsyth & Sober’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 		$2.99M Hold
3,250
– – 0.91% 34
2025
Q4 		$3.49M Hold
3,250
– – 1.06% 29
2025
Q3 		$2.48M Hold
3,250
– – 0.77% 34
2025
Q2 		$2.53M Buy
3,250
+2,200
+210% +$1.71M 0.85% 32
2025
Q1 		$867K Hold
1,050
– – 0.3% 64
2024
Q4 		$811K Buy
+1,050
New +$869K 0.26% 70

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aft Forsyth & Sober's LLY Position: Q1 2026 in Review

Aft Forsyth & Sober held its Eli Lilly (LLY) position steady in Q1 2026 at 3,250 shares worth $2.99M. The position accounts for 0.91% of the portfolio, ranked #34.

Aft Forsyth & Sober first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.49M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aft Forsyth & Sober held 3,250 shares of Eli Lilly worth $2.99M as of Q1 2026.
  • Aft Forsyth & Sober left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.91% of Aft Forsyth & Sober's portfolio in Q1 2026, its #34 holding.
  • Aft Forsyth & Sober first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Aft Forsyth & Sober's Eli Lilly position peaked at $3.49M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.