Donoghue Forlines
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Donoghue Forlines’s Eli Lilly LLY Stock Holding History

Donoghue Forlines’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
Q3 		$1.57M Buy
+1,358
New +$1.6M 0.4% 103
2026
Q2 		– Sell
-1,334
Closed -$1.23M – 142
2026
Q1 		$1.23M Sell
1,334
-1,499
-53% -$1.52M 0.34% 101
2025
Q4 		$3.04M Buy
+2,833
New +$2.71M 0.94% 13
2025
Q2 		– Sell
-2,737
Closed -$2.26M – 124
2025
Q1 		$2.26M Buy
+2,737
New +$2.28M 0.72% 42
2024
Q1 		– Sell
-2,254
Closed -$1.31M – 249
2023
Q4 		$1.31M Sell
2,254
-139
-6% -$81.1K 0.41% 71
2023
Q3 		$1.29M Sell
2,393
-420
-15% -$216K 0.46% 57
2023
Q2 		$1.32M Sell
2,813
-2,503
-47% -$1.05M 0.41% 53
2023
Q1 		$1.83M Buy
5,316
+89
+2% +$30K 0.66% 23
2022
Q4 		$1.91M Buy
5,227
+791
+18% +$280K 0.68% 25
2022
Q3 		$1.43M Sell
4,436
-4,638
-51% -$1.47M 0.52% 17
2022
Q2 		$2.94M Sell
9,074
-2,862
-24% -$859K 0.77% 17
2022
Q1 		$3.42M Buy
11,936
+366
+3% +$94.2K 0.74% 19
2021
Q4 		$3.2M Sell
11,570
-84
-0.7% -$21.3K 0.54% 26
2021
Q3 		$2.69M Buy
+11,654
New +$2.88M 0.52% 36
2021
Q2 		– Sell
-8,523
Closed -$1.59M – 224
2021
Q1 		$1.59M Buy
8,523
+1,616
+23% +$316K 0.31% 80
2020
Q4 		$1.17M Buy
+6,907
New +$1.03M 0.23% 112
2018
Q4 		– Sell
-153,186
Closed -$16.4M – 95
2018
Q3 		$16.4M Sell
153,186
-59,306
-28% -$5.93M 1.28% 11
2018
Q2 		$18.1M Sell
212,492
-12,113
-5% -$995K 1.5% 11
2018
Q1 		$17.4M Buy
+224,605
New +$18.1M 1.51% 20
2017
Q4 		– Sell
-194,866
Closed -$16.7M – 136
2017
Q3 		$16.7M Sell
194,866
-2,221
-1% -$182K 1.76% 31
2017
Q2 		$16.2M Buy
+197,087
New +$16.1M 1.84% 21

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Donoghue Forlines's LLY Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Eli Lilly (LLY) in Q3 2026: 1,358 shares worth $1.57M. The stake represents 0.4% of the portfolio and ranks #103 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in LLY as recently as Q1 2026.

Donoghue Forlines first reported a position in LLY in Q2 2017 and has held it in 21 quarters since. The position peaked at $18.1M in Q2 2018. 3,151 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Donoghue Forlines held 1,358 shares of Eli Lilly worth $1.57M as of Q3 2026.
  • Eli Lilly was a new Donoghue Forlines position in Q3 2026.
  • Eli Lilly made up 0.4% of Donoghue Forlines's portfolio in Q3 2026, its #103 holding.
  • Donoghue Forlines first reported a position in Eli Lilly in Q2 2017 and has held it in 21 quarters since.
  • Donoghue Forlines's Eli Lilly position peaked at $18.1M in Q2 2018.
  • 3,151 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.