Ownership history in Argent Advisors, Inc. Β· 25 quarters on record
This page tracks every 13F SEC filing in which Argent Advisors, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Argent Advisors, Inc. outperformed the S&P 500 by +25.5% annually on this LLY position. Timing score: 45% (9/20 decisions correct). Average cost basis: $194.71. Maximum drawdown during holding period: β15.0%.
π₯ Exceptional β beat the S&P 500 by 25.5% per year on this position.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $122.07 (2019 Q4) Β· Worst: $1072.89 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 15 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size