LLY — LILLY ELI & COMPANY

Ownership history in 1776 Wealth LLC · 12 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in LILLY ELI & COMPANY (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.

Peak position

0.85% (2025 Q4)

Avg. % of fund

0.5%

First filed

2020 Q2

Last filed

2025 Q4

Quarters held

12

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	2,092	+44	+2.1%	0.85%	$2.2M	$1072.89
2025 Q3	ADDED	2,048	+58	+2.9%	0.60%	$1.6M	$760.61
2025 Q2	REDUCED	1,990	-25	-1.2%	0.64%	$1.6M	$775.39
2025 Q1	REDUCED	2,015	-9	-0.4%	0.76%	$1.7M	$819.84

% of Fund (quarterly) LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%

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