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Forte Capital’s Eli Lilly LLY Stock Holding History

Forte 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
2025
Q2 		$1.42M Sell
1,820
-53
-3% -$41.2K 0.15% 101
2025
Q1 		$1.55M Sell
1,873
-344
-16% -$286K 0.18% 95
2024
Q4 		$1.71M Buy
2,217
+595
+37% +$493K 0.19% 89
2024
Q3 		$1.44M Sell
1,622
-91
-5% -$81.8K 0.16% 102
2024
Q2 		$1.55M Buy
1,713
+20
+1% +$16K 0.19% 93
2024
Q1 		$1.32M Buy
1,693
+53
+3% +$37.7K 0.16% 95
2023
Q4 		$956K Buy
1,640
+108
+7% +$63K 0.13% 107
2023
Q3 		$823K Buy
1,532
+817
+114% +$421K 0.13% 105
2023
Q2 		$336K Hold
715
– – 0.05% 161
2023
Q1 		$246K Buy
715
+27
+4% +$9.11K 0.04% 191
2022
Q4 		$252K Buy
+688
New +$244K 0.04% 181
2022
Q3 		– Sell
-729
Closed -$237K – 194
2022
Q2 		$237K Sell
729
-108
-13% -$32.4K 0.04% 179
2022
Q1 		$231K Hold
837
– – 0.03% 211
2021
Q4 		$231K Sell
837
-72
-8% -$18.3K 0.03% 211
2021
Q3 		$210K Sell
909
-2
-0.2% -$494 0.03% 210
2021
Q2 		$209K Buy
+911
New +$183K 0.03% 211
2015
Q3 		– Sell
-2,935
Closed -$245K – 154
2015
Q2 		$245K Buy
2,935
+150
+5% +$11.4K 0.1% 144
2015
Q1 		$206K Buy
+2,785
New +$198K 0.09% 150

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return