FORA Capital’s Eli Lilly LLY Stock Holding History

FORA Capital’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	$1.1M	Sell	1,197 -91	-7%	-$92.3K	0.08%	225
2025 Q4	$1.38M	Sell	1,288 -339	-21%	-$324K	0.17%	154
2025 Q3	$1.24M	Buy	+1,627	New	+$1.21M	0.22%	120
2023 Q4	–	Sell	-14,614	Closed	-$7.85M	–	545
2023 Q3	$7.85M	Buy	+14,614	New	+$7.53M	0.69%	31
2023 Q1	–	Sell	-15,506	Closed	-$5.67M	–	623
2022 Q4	$5.67M	Buy	15,506 +6,751	+77%	+$2.39M	0.92%	19
2022 Q3	$2.83M	Buy	+8,755	New	+$2.77M	0.54%	41
2022 Q2	–	Sell	-11,229	Closed	-$3.25M	–	577
2022 Q1	$3.25M	Buy	11,229 +9,297	+481%	+$2.39M	0.59%	42
2021 Q4	$534K	Sell	1,932 -11,636	-86%	-$2.95M	0.21%	139
2021 Q3	$3.13M	Sell	13,568 -1,329	-9%	-$328K	0.79%	28
2021 Q2	$3.42M	Buy	14,897 +9,613	+182%	+$1.93M	0.64%	27
2021 Q1	$987K	Buy	+5,284	New	+$1.03M	0.32%	62
2020 Q3	–	Sell	-15,046	Closed	-$2.47M	–	841
2020 Q2	$2.47M	Buy	+15,046	New	+$2.31M	0.85%	13

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

FORA Capital's LLY Position: Q1 2026 in Review

FORA Capital reduced its Eli Lilly (LLY) stake by 7.1% in Q1 2026, selling an estimated $92.3K and leaving 1,197 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #225.

FORA Capital first reported a position in LLY in Q2 2020 and has held it in 12 quarters since. The position peaked at $7.85M in Q3 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

FORA Capital held 1,197 shares of Eli Lilly worth $1.1M as of Q1 2026.
FORA Capital sold 91 Eli Lilly shares in Q1 2026, an estimated $92.3K.
Eli Lilly made up 0.08% of FORA Capital's portfolio in Q1 2026, its #225 holding.
FORA Capital first reported a position in Eli Lilly in Q2 2020 and has held it in 12 quarters since.
FORA Capital's Eli Lilly position peaked at $7.85M in Q3 2023.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.