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Forteris Wealth Management’s Eli Lilly LLY Stock Holding History

Forteris Wealth Management’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
Q2 		$2.47M Sell
2,062
-35
-2% -$35.8K 2.02% 18
2026
Q1 		$1.93M Sell
2,097
-373
-15% -$378K 1.85% 20
2025
Q4 		$2.65M Buy
+2,470
New +$2.36M 2.61% 15

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Forteris Wealth Management's LLY Position: Q2 2026 in Review

Forteris Wealth Management reduced its Eli Lilly (LLY) stake by 1.7% in Q2 2026, selling an estimated $35.8K and leaving 2,062 shares worth $2.47M. The position accounts for 2.02% of the portfolio, ranked #18.

Forteris Wealth Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Forteris Wealth Management held 2,062 shares of Eli Lilly worth $2.47M as of Q2 2026.
  • Forteris Wealth Management sold 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 2.02% of Forteris Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Forteris Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's Eli Lilly position peaked at $2.65M in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.