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Forum Private Client Group LLC

SEC CIK
0001910636
Latest filing
Aug 12, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Forum Private Client Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
5,577
Value
$6.69M
% of portfolio
2.0%
Quarters held
17
Since Q1 2022
Holdings of LLY by Forum Private Client Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,577$6.69M2.0%+134+2.5%AddedHolders
Q1 20265,443$5.01M1.7%−122−2.2%ReducedHolders
Q4 20255,565$5.98M2.0%−20.0%ReducedHolders
Q3 20255,567$4.25M1.5%+10.0%AddedHolders
Q2 20255,566$4.34M1.7%+10.0%AddedHolders
Q1 20255,565$4.60M2.0%−282−4.8%ReducedHolders
Q4 20245,847$4.51M2.0%−148−2.5%ReducedHolders
Q3 20245,995$5.31M2.4%−510−7.8%ReducedHolders
Q2 20246,505$5.89M2.8%−97−1.5%ReducedHolders
Q1 20246,602$5.14M2.5%−47−0.7%ReducedHolders
Q4 20236,649$3.88M2.0%+6,649NewHolders
Q3 20230$00.0%−6,032−100.0%Sold outHolders
Q2 20236,032$2.83M1.6%+916+17.9%AddedHolders
Q1 20235,116$1.76M1.1%+197+4.0%AddedHolders
Q4 20224,919$1.80M1.2%−9−0.2%ReducedHolders
Q3 20224,928$1.59M1.2%−18−0.4%ReducedHolders
Q2 20224,946$1.60M1.2%+121+2.5%AddedHolders
Q1 20224,825$1.38M1.1%–No prior filingHolders