Ownership history in Forum Private Client Group LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in LILLY ELI &CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,565 | -2 | -0.0% | 2.04% | $6.0M | $1072.89 |
| 2025 Q3 | ADDED | 5,567 | +1 | +0.0% | 1.51% | $4.2M | $760.61 |
| 2025 Q2 | ADDED | 5,566 | +1 | +0.0% | 1.67% | $4.3M | $775.39 |
| 2025 Q1 | REDUCED | 5,565 | -282 | -4.8% | 2.00% | $4.6M | $819.84 |
| 2024 Q4 | REDUCED | 5,847 | -148 | -2.5% | 2.01% | $4.5M | $765.01 |
| 2024 Q3 | REDUCED | 5,995 | -510 | -7.8% | 2.36% | $5.3M | $876.46 |
| 2024 Q2 | REDUCED | 6,505 | -97 | -1.5% | 2.80% | $5.9M | $894.45 |
| 2024 Q1 | REDUCED | 6,602 | -47 | -0.7% | 2.48% | $5.1M | $767.26 |
| 2023 Q4 | ADDED | 6,649 | +617 | +10.2% | 2.02% | $3.9M | $573.89 |
| 2023 Q2 | ADDED | 6,032 | +916 | +17.9% | 1.62% | $2.8M | $459.88 |
As of 2025 Q4 — sorted by position size