Formidable Asset Management’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
Q2 | $10.7M | Sell |
11,607
-354
| -3% | -$362K | 1.7% | 9 |
|
|
2026
Q1 | $12.9M | Sell |
11,961
-68
| -0.6% | -$68.9K | 1.98% | 9 |
|
|
2025
Q4 | $9.18M | Buy |
12,029
+1,013
| +9% | +$969K | 1.34% | 10 |
|
|
2025
Q3 | $8.59M | Buy |
11,016
+1,527
| +16% | +$1.14M | 1.35% | 9 |
|
|
2025
Q2 | $7.84M | Hold |
9,489
| – | – | 1.31% | 11 |
|
|
2025
Q1 | $7.84M | Sell |
9,489
-119
| -1% | -$99K | 1.31% | 11 |
|
|
2024
Q4 | $7.42M | Buy |
9,608
+190
| +2% | +$157K | 1.22% | 12 |
|
|
2024
Q3 | $8.34M | Buy |
9,418
+212
| +2% | +$191K | 1.33% | 11 |
|
|
2024
Q2 | $8.34M | Sell |
9,206
-162
| -2% | -$130K | 1.35% | 11 |
|
|
2024
Q1 | $7.29M | Buy |
9,368
+5,473
| +141% | +$3.89M | 1.19% | 13 |
|
|
2023
Q4 | $2.27M | Sell |
3,895
-526
| -12% | -$307K | 0.47% | 36 |
|
|
2023
Q3 | $2.37M | Sell |
4,421
-25
| -0.6% | -$12.9K | 0.53% | 30 |
|
|
2023
Q2 | $2.08M | Sell |
4,446
-100
| -2% | -$41.9K | 0.46% | 35 |
|
|
2023
Q1 | $1.58M | Buy |
4,546
+125
| +3% | +$42.2K | 0.33% | 49 |
|
|
2022
Q4 | $1.62M | Buy |
4,421
+50
| +1% | +$17.7K | 0.37% | 44 |
|
|
2022
Q3 | $1.55M | Buy |
4,371
+70
| +2% | +$22.2K | 0.36% | 46 |
|
|
2022
Q2 | $1.39M | Buy |
4,301
+79
| +2% | +$23.7K | 0.31% | 60 |
|
|
2022
Q1 | $1.21M | Hold |
4,222
| – | – | 0.23% | 85 |
|
|
2021
Q4 | $1.15M | Hold |
4,222
| – | – | 0.22% | 86 |
|
|
2021
Q3 | $975K | Sell |
4,222
-612
| -13% | -$151K | 0.18% | 103 |
|
|
2021
Q2 | $1.11M | Buy |
4,834
+2,417
| +100% | +$486K | 0.24% | 83 |
|
|
2021
Q1 | $448K | Buy |
2,417
+10
| +0.4% | +$1.96K | 0.1% | 173 |
|
|
2020
Q4 | $406K | Hold |
2,407
| – | – | 0.09% | 171 |
|
|
2020
Q3 | $356K | Hold |
2,407
| – | – | 0.1% | 161 |
|
|
2020
Q2 | $395K | Buy |
2,407
+221
| +10% | +$33.9K | 0.12% | 161 |
|
|
2020
Q1 | $303K | Hold |
2,186
| – | – | 0.12% | 144 |
|
|
2019
Q4 | $287K | Hold |
2,186
| – | – | 0.09% | 163 |
|
|
2019
Q3 | $244K | Buy |
+2,186
| New | +$243K | 0.23% | 75 |
|
|
2016
Q2 | – | Sell |
-107
| Closed | -$8K | – | 312 |
|
|
2016
Q1 | $8K | Hold |
107
| – | – | 0.01% | 370 |
|
|
2015
Q4 | $8K | Hold |
107
| – | – | 0.01% | 406 |
|
|
2015
Q3 | $8K | Hold |
107
| – | – | 0.01% | 435 |
|
|
2015
Q2 | $9K | Hold |
107
| – | – | 0.01% | 375 |
|
|
2015
Q1 | $8K | Hold |
107
| – | – | 0.01% | 380 |
|
|
2014
Q4 | $7K | Hold |
107
| – | – | ﹤0.01% | 373 |
|
|
2014
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 367 |
|
|
2014
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 396 |
|
|
2014
Q1 | $6K | Hold |
107
| – | – | ﹤0.01% | 366 |
|
|
2013
Q4 | $6K | Hold |
107
| – | – | ﹤0.01% | 392 |
|
|
2013
Q3 | $5K | Buy |
+107
| New | +$5.6K | ﹤0.01% | 364 |
|
Other funds holding LLY
SC
ONB
GIM
CRM
VNIM
CNB
Formidable Asset Management's LLY Position: Q2 2026 in Review
Formidable Asset Management reduced its Eli Lilly (LLY) stake by 3% in Q2 2026, selling an estimated $362K and leaving 11,607 shares worth $10.7M. The position accounts for 1.7% of the portfolio, ranked #9.
Formidable Asset Management first reported a position in LLY in Q3 2013 and has held it in 39 quarters since. The position peaked at $12.9M in Q1 2026. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Formidable Asset Management held 11,607 shares of Eli Lilly worth $10.7M as of Q2 2026.
- Formidable Asset Management sold 354 Eli Lilly shares in Q2 2026, an estimated $362K.
- Eli Lilly made up 1.7% of Formidable Asset Management's portfolio in Q2 2026, its #9 holding.
- Formidable Asset Management first reported a position in Eli Lilly in Q3 2013 and has held it in 39 quarters since.
- Formidable Asset Management's Eli Lilly position peaked at $12.9M in Q1 2026.
- 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.