LLY — LILLY, ELI AND COMPANY COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  68 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in LILLY, ELI AND COMPANY COMMON (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
2.3% (2001 Q3)
Avg. % of fund
0.61%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
68
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,135 -69 -0.4% 1.28% $19.5M $1072.89
2025 Q3 ADDED 18,204 +13,579 +293.6% 0.93% $13.9M $760.61
2025 Q2 REDUCED 4,625 -62 -1.3% 0.26% $3.6M $775.39
2025 Q1 REDUCED 4,687 -162 -3.3% 0.30% $3.9M $819.84
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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