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Valley Forge Investment Consultants’s Eli Lilly LLY Stock Holding History

Valley Forge Investment Consultants’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 		$268K Hold
223
– – 0.07% 71
2026
Q1 		$205K Hold
223
– – 0.06% 81
2025
Q4 		$240K Buy
+223
New +$213K 0.07% 73
2025
Q3 		– Sell
-123
Closed -$95.9K – 94
2025
Q2 		$95.9K Sell
123
-10
-8% -$7.77K 0.03% 83
2025
Q1 		$110K Hold
133
– – 0.04% 74
2024
Q4 		$103K Buy
+133
New +$110K 0.04% 75

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

Valley Forge Investment Consultants's LLY Position: Q2 2026 in Review

Valley Forge Investment Consultants held its Eli Lilly (LLY) position steady in Q2 2026 at 223 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #71.

Valley Forge Investment Consultants first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Valley Forge Investment Consultants held 223 shares of Eli Lilly worth $268K as of Q2 2026.
  • Valley Forge Investment Consultants left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.07% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #71 holding.
  • Valley Forge Investment Consultants first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.