Aft, Forsyth & Sober, LLC LLY β€” ELI LILLY & CO

Ownership history in Aft, Forsyth & Sober, LLC  Β·  5 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported ELI LILLY & CO (LLY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.06% in 2025 Q4. The latest visible filing shows LLY at 1.06% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aft, Forsyth & Sober, LLC's position in ELI LILLY & 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
2025 Q4

LLY was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% 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
2024 Q4 to 2025 Q4

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.

How Aft, Forsyth & Sober, LLC held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 3,250 β€” 0% 1.06% $3.5M 2026-02-14 (Est.) $1040.00
2025 Q3 UNCHANGED β€” β€” β€” 3,250 β€” 0% 0.77% $2.5M 2025-11-05 $922.91
2025 Q2 ADDED β€” β€” β€” 3,250 +2,200 +209.5% 0.85% $2.5M 2025-08-14 $680.79
2025 Q1 UNCHANGED β€” β€” β€” 1,050 β€” 0% 0.30% $867K 2025-05-12 $750.02
2024 Q4 INITIATED β€” β€” β€” 1,050 β€” β€” 0.26% $811K 2025-02-14 $838.06

FAQ About Aft, Forsyth & Sober, LLC and LLY

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

How long has Aft, Forsyth & Sober, LLC reported owning LLY?

Aft, Forsyth & Sober, LLC reported LLY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LLY position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for LLY was 1.06% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 3,250 shares, equal to 1.06% of portfolio, with an estimated market value of $3.5M.

What does the chart on this LLY ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC'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.

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