FPCG
LLY icon

Forum Private Client Group’s Eli Lilly LLY Stock Holding History

Forum Private Client Group’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 		$6.69M Buy
5,577
+134
+2% +$137K 1.99% 15
2026
Q1 		$5.01M Sell
5,443
-122
-2% -$124K 1.67% 17
2025
Q4 		$5.98M Sell
5,565
-2
-0% -$1.91K 2.04% 14
2025
Q3 		$4.25M Buy
5,567
+1
+0% +$744 1.51% 19
2025
Q2 		$4.34M Buy
5,566
+1
+0% +$777 1.67% 18
2025
Q1 		$4.6M Sell
5,565
-282
-5% -$235K 2% 16
2024
Q4 		$4.51M Sell
5,847
-148
-2% -$123K 2.01% 15
2024
Q3 		$5.31M Sell
5,995
-510
-8% -$459K 2.36% 14
2024
Q2 		$5.89M Sell
6,505
-97
-1% -$77.6K 2.8% 11
2024
Q1 		$5.14M Sell
6,602
-47
-0.7% -$33.4K 2.48% 14
2023
Q4 		$3.88M Buy
+6,649
New +$3.88M 2.02% 15
2023
Q3 		– Sell
-6,032
Closed -$2.83M – 46
2023
Q2 		$2.83M Buy
6,032
+916
+18% +$384K 1.62% 20
2023
Q1 		$1.76M Buy
5,116
+197
+4% +$66.4K 1.11% 25
2022
Q4 		$1.8M Sell
4,919
-9
-0.2% -$3.19K 1.24% 24
2022
Q3 		$1.59M Sell
4,928
-18
-0.4% -$5.7K 1.19% 25
2022
Q2 		$1.6M Buy
4,946
+121
+3% +$36.3K 1.17% 24
2022
Q1 		$1.38M Buy
+4,825
New +$1.24M 1.07% 23

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 Private Client Group's LLY Position: Q2 2026 in Review

Forum Private Client Group increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $137K and bringing the position to 5,577 shares worth $6.69M. The position accounts for 1.99% of the portfolio, ranked #15.

Forum Private Client Group first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Forum Private Client Group held 5,577 shares of Eli Lilly worth $6.69M as of Q2 2026.
  • Forum Private Client Group bought 134 Eli Lilly shares in Q2 2026, an estimated $137K.
  • Eli Lilly made up 1.99% of Forum Private Client Group's portfolio in Q2 2026, its #15 holding.
  • Forum Private Client Group first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.