LLY — ELI LILLY & CO

Ownership history in AdviceOne Advisory Services, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AdviceOne Advisory Services, LLC reported a position in ELI LILLY & 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.

Peak position
0.26% (2025 Q4)
Avg. % of fund
0.23%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 417 — 0% 0.26% $448K $1072.89
2025 Q3 ADDED 417 +27 +6.9% 0.21% $318K $760.61
2025 Q2 ADDED 390 +49 +14.4% 0.22% $304K $775.39
2025 Q1 INITIATED 341 — — 0.23% $263K $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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