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Forum Financial Management’s Eli Lilly LLY Stock Holding History

Forum Financial 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 		$6.3M Buy
5,254
+131
+3% +$134K 0.08% 43
2026
Q1 		$4.71M Sell
5,123
-3,543
-41% -$3.59M 0.07% 52
2025
Q4 		$9.31M Buy
8,666
+198
+2% +$189K 0.12% 42
2025
Q3 		$6.46M Sell
8,468
-337
-4% -$251K 0.09% 51
2025
Q2 		$6.86M Buy
8,805
+437
+5% +$340K 0.1% 43
2025
Q1 		$6.91M Sell
8,368
-247
-3% -$206K 0.11% 41
2024
Q4 		$6.65M Buy
8,615
+265
+3% +$219K 0.11% 43
2024
Q3 		$7.4M Sell
8,350
-305
-4% -$274K 0.12% 39
2024
Q2 		$7.84M Sell
8,655
-59
-0.7% -$47.2K 0.14% 37
2024
Q1 		$6.78M Buy
8,714
+143
+2% +$102K 0.12% 46
2023
Q4 		$5M Sell
8,571
-502
-6% -$293K 0.09% 47
2023
Q3 		$4.87M Buy
9,073
+55
+0.6% +$28.3K 0.11% 42
2023
Q2 		$4.23M Sell
9,018
-28
-0.3% -$11.7K 0.09% 45
2023
Q1 		$3.11M Sell
9,046
-55
-0.6% -$18.5K 0.09% 53
2022
Q4 		$3.33M Buy
9,101
+423
+5% +$150K 0.11% 47
2022
Q3 		$2.81M Sell
8,678
-6
-0.1% -$1.9K 0.14% 44
2022
Q2 		$2.81M Buy
8,684
+112
+1% +$33.6K 0.14% 45
2022
Q1 		$2.45M Buy
8,572
+527
+7% +$136K 0.12% 49
2021
Q4 		$2.22M Buy
+8,045
New +$2.04M 0.11% 57

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's LLY Position: Q2 2026 in Review

Forum Financial Management increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $134K and bringing the position to 5,254 shares worth $6.3M. The position accounts for 0.08% of the portfolio, ranked #43.

Forum Financial Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.31M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Forum Financial Management held 5,254 shares of Eli Lilly worth $6.3M as of Q2 2026.
  • Forum Financial Management bought 131 Eli Lilly shares in Q2 2026, an estimated $134K.
  • Eli Lilly made up 0.08% of Forum Financial Management's portfolio in Q2 2026, its #43 holding.
  • Forum Financial Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Eli Lilly position peaked at $9.31M in Q4 2025.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.