Forza Wealth Management’s Eli Lilly LLY Stock Holding History

Forza 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	$2.79M	Hold	2,323	–	–	0.85%	32
2026 Q1	$2.14M	Sell	2,323 -100	-4%	-$101K	0.74%	41
2025 Q4	$2.6M	Sell	2,423 -46	-2%	-$44K	0.94%	31
2025 Q3	$1.88M	Sell	2,469 -26	-1%	-$19.3K	0.72%	40
2025 Q2	$1.94M	Sell	2,495 -37	-1%	-$28.8K	0.8%	36
2025 Q1	$2.09M	Sell	2,532 -193	-7%	-$161K	0.94%	30
2024 Q4	$2.1M	Sell	2,725 -200	-7%	-$166K	0.96%	30
2024 Q3	$2.59M	Hold	2,925	–	–	1.19%	25
2024 Q2	$2.65M	Hold	2,925	–	–	1.37%	22
2024 Q1	$2.28M	Hold	2,925	–	–	1.18%	22
2023 Q4	$1.71M	Sell	2,925 -1,525	-34%	-$890K	0.94%	29
2023 Q3	$2.39M	Hold	4,450	–	–	1.23%	21
2023 Q2	$2.09M	Buy	4,450 +150	+3%	+$62.9K	1.05%	22
2023 Q1	$1.48M	Buy	4,300 +2,141	+99%	+$722K	0.76%	34
2022 Q4	$790K	Buy	+2,159	New	+$765K	0.52%	56

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forza Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 2,323 shares worth $2.79M. The position accounts for 0.85% of the portfolio, ranked #32.

Forza Wealth Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Forza Wealth Management held 2,323 shares of Eli Lilly worth $2.79M as of Q2 2026.
Forza Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.85% of Forza Wealth Management's portfolio in Q2 2026, its #32 holding.
Forza Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.