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Eli Lilly & Co. shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 6.6k 582.94
2023-06-30 $2.8M 6.0k 468.95
2023-03-31 $1.8M 5.1k 343.44
2022-12-31 $1.8M 4.9k 365.83
2022-09-30 $1.6M 4.9k 323.25
2022-06-30 $1.6M 4.9k 324.30
2022-03-31 $1.4M 4.8k 286.42

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Bank of New York Mellon
Legal & General Group
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.