LLY LILLY ELI & CO

Ownership history in Ballast, Inc.  ·  33 quarters on record

This page tracks every 13F SEC filing in which Ballast, Inc. 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.

Peak position
1.24% (2024 Q2)
Avg. % of fund
0.63%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,998 -363 -8.3% 1.01% $4.3M $1072.89
2025 Q3 ADDED 4,361 +3,883 +812.3% 0.81% $3.3M $760.61
2025 Q2 REDUCED 478 -3,828 -88.9% 0.15% $372K $775.39
2025 Q1 ADDED 4,306 +60 +1.4% 1.01% $3.6M $819.84
2024 Q4 REDUCED 4,246 -121 -2.8% 0.94% $3.3M $765.01
2024 Q3 REDUCED 4,367 -65 -1.5% 1.10% $3.9M $876.46
2024 Q2 REDUCED 4,432 -143 -3.1% 1.24% $4.0M $894.45
2024 Q1 REDUCED 4,575 -61 -1.3% 1.12% $3.6M $767.26
2023 Q4 ADDED 4,636 +501 +12.1% 0.93% $2.7M $573.89
2023 Q3 REDUCED 4,135 -812 -16.4% 0.88% $2.2M $527.84
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
← Back to Ballast, Inc. Holdings