Ownership history in Alaethes Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, 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 | 4,281 | -64 | -1.5% | 1.29% | $4.6M | $1072.89 |
| 2025 Q3 | REDUCED | 4,345 | -82 | -1.9% | 0.94% | $3.3M | $760.61 |
| 2025 Q2 | ADDED | 4,427 | +194 | +4.6% | 1.03% | $3.5M | $775.39 |
| 2025 Q1 | ADDED | 4,233 | +148 | +3.6% | 1.28% | $3.5M | $819.84 |
| 2024 Q4 | ADDED | 4,085 | +3,555 | +670.8% | 1.13% | $3.2M | $765.01 |
| 2024 Q3 | ADDED | 530 | +42 | +8.6% | 0.17% | $470K | $876.46 |
| 2024 Q2 | UNCHANGED | 488 | — | 0% | 0.18% | $442K | $894.45 |
| 2024 Q1 | REDUCED | 488 | -95 | -16.3% | 0.17% | $380K | $767.26 |
| 2023 Q4 | REDUCED | 583 | -323 | -35.7% | 0.16% | $340K | $573.89 |
| 2023 Q3 | ADDED | 906 | +6 | +0.7% | 0.27% | $487K | $527.84 |
As of 2025 Q4 — sorted by position size