LLY — LILLY ELI & CO

Ownership history in Banque Cantonale Vaudoise  ·  24 quarters on record

This page tracks every 13F SEC filing in which Banque Cantonale Vaudoise 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
1.01% (2023 Q3)
Avg. % of fund
0.55%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,254 +211 +1.0% 0.82% $22.8M $1072.89
2025 Q3 ADDED 21,043 +727 +3.6% 0.60% $16.1M $760.61
2025 Q2 REDUCED 20,316 -604 -2.9% 0.65% $15.8M $775.39
2025 Q1 REDUCED 20,920 -1,602 -7.1% 0.76% $17.3M $819.84
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% 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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