LLY — ELI LILLY & CO

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  10 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported ELI LILLY & CO (LLY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q1. The latest visible filing shows LLY at 0.67% 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 Alliance Wealth Advisors, LLC /UT'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 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q1

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 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.

LLY stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,867 -1,470 -33.9% 0.67% $3.1M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 4,337 -446 -9.3% 0.78% $3.3M 2025-11-10 $963.61
2025 Q2 REDUCED 4,783 -295 -5.8% 0.90% $3.7M 2025-08-14 $680.79
2025 Q1 ADDED 5,078 +1,228 +31.9% 1.09% $4.2M 2025-05-13 $740.58
2024 Q4 ADDED 3,850 +2,588 +205.1% 0.77% $3.0M 2025-01-24 $778.30
2024 Q3 ADDED 1,262 +8 +0.6% 0.29% $1.1M 2024-11-08 $822.65
2024 Q2 ADDED 1,254 +40 +3.3% 0.33% $1.1M 2024-08-02 $794.74
2024 Q1 ADDED 1,214 +64 +5.6% 0.28% $944K 2024-05-13 $747.28
2023 Q4 ADDED 1,150 +35 +3.1% 0.23% $670K 2024-02-05 $695.27
1 older quarter 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% Amanah Holdings Trust 10.13% OLD NATIONAL BANCORP /IN/ 3Y 7Y 9.45% Chronos Wealth Management, LLC 3Y 9.31% Asset Planning,Inc 8.82%

FAQ About Alliance Wealth Advisors, LLC /UT and LLY

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

How long has Alliance Wealth Advisors, LLC /UT reported owning LLY?

Alliance Wealth Advisors, LLC /UT reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for LLY was 1.09% in 2025 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 2,867 shares, equal to 0.67% of portfolio, with an estimated market value of $3.1M.

What does the chart on this LLY ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT'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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