Advanced Asset Management Advisors Inc LLY — LILLY ELI & CO

Ownership history in Advanced Asset Management Advisors Inc  ·  32 quarters on record

AI Ownership Summary

Advanced Asset Management Advisors Inc reported LILLY ELI & CO (LLY) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows LLY at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advanced Asset Management Advisors Inc's position in LILLY ELI & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LLY was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page Advanced Asset Management Advisors Inc fund profile Advanced Asset Management Advisors Inc full holdings
How Advanced Asset Management Advisors Inc held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 485 — 0% 0.12% $446K 2026-04-24 $883.96
2025 Q4 REDUCED — — — 485 -1 -0.2% 0.14% $521K 2026-02-02 $1042.39
2025 Q3 ADDED — — — 486 +2 +0.4% 0.10% $371K 2025-10-20 $806.43
2025 Q2 UNCHANGED — — — 484 — 0% 0.10% $377K 2025-07-24 $801.15
2025 Q1 REDUCED — — — 484 -1 -0.2% 0.11% $400K 2025-04-17 $833.79
2024 Q4 ADDED — — — 485 +127 +35.5% 0.10% $374K 2025-01-31 $803.73
2024 Q3 UNCHANGED — — — 358 — 0% 0.09% $324K 2024-10-24 $881.79
2024 Q2 REDUCED 10.7% -2.0% ✅ 358 -43 -10.7% 0.09% $324K 2024-08-01 $822.39
2024 Q1 UNCHANGED — — — 401 — 0% 0.08% $312K 2024-04-26 $723.42
2023 Q4 REDUCED 42.3% +30.7% ❌ 401 -294 -42.3% 0.06% $234K 2024-02-02 $657.31
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Goelzer Investment Management, Inc. 3Y 7Y 24.04% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% SAPIENT CAPITAL LLC 20.02% Partnership Wealth Management, LLC 14.84% Canandaigua National Trust Co of Florida 12.59% Alessandra Capital Management, LLC 12.44% Trust Investment Advisors 3Y 7Y 10.39% Amanah Holdings Trust 10.13% OLD NATIONAL BANCORP /IN/ 3Y 7Y 9.45%

FAQ About Advanced Asset Management Advisors Inc and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advanced Asset Management Advisors Inc reported owning LLY?

Advanced Asset Management Advisors Inc reported LLY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LLY position in Advanced Asset Management Advisors Inc's portfolio?

The largest reported portfolio weight for LLY was 0.14% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when Advanced Asset Management Advisors Inc reported 485 shares, equal to 0.12% of portfolio, with an estimated market value of $446K.

What does the chart on this LLY ownership page compare?

The chart compares Advanced Asset Management Advisors Inc's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advanced Asset Management Advisors Inc time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Advanced Asset Management Advisors Inc correctly timed 13 out of 25 reported position changes (52%). The annualised alpha on LLY relative to SPY over the holding period was +19.2%.

← Back to Advanced Asset Management Advisors Inc Holdings