Bedel Financial Consulting, Inc. LLY — LILLY ELI & CO

Ownership history in Bedel Financial Consulting, Inc.  ·  42 quarters on record

AI Ownership Summary

Bedel Financial Consulting, Inc. reported LILLY ELI & CO (LLY) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 43.4% in 2024 Q2. The latest visible filing shows LLY at 33.92% 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 Bedel Financial Consulting, Inc.'s position in LILLY ELI & 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
2026 Q1

LLY was reported at 33.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
43.4% in 2024 Q2

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 2026 Q1

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 Bedel Financial Consulting, Inc. fund profile Bedel Financial Consulting, Inc. full holdings
How Bedel Financial Consulting, Inc. 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 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 327,576 +309,176 +1680.3% 33.92% $301.3M 2026-05-04 $966.27
2026 Q1 REDUCED — — — 18,400 -309,637 -94.4% 1.91% $16.9M 2026-05-04 $966.27
2025 Q4 ADDED — — — 328,037 +310,637 +1785.3% 37.93% $352.5M 2026-01-28 $1020.34
2025 Q4 REDUCED 94.7% -14.3% ✅ 17,400 -311,081 -94.7% 0.01% $72K 2026-01-28 $1020.34
2025 Q3 ADDED — — — 328,481 +311,081 +1787.8% 32.00% $250.6M 2025-11-07 $919.89
2025 Q3 REDUCED 94.7% +41.6% ❌ 17,400 -311,290 -94.7% 0.07% $578K 2025-11-07 $919.89
2025 Q2 ADDED — — — 328,690 +311,290 +1789.0% 34.95% $256.2M 2025-08-12 $634.94
2025 Q2 REDUCED 94.7% -6.6% ✅ 17,400 -311,264 -94.7% 0.11% $814K 2025-08-12 $634.94
2025 Q1 ADDED — — — 328,664 +311,264 +1788.9% 36.50% $254.8M 2025-05-07 $769.69
2025 Q1 REDUCED 94.7% -5.4% ✅ 17,400 -308,464 -94.7% 0.14% $980K 2025-05-07 $769.69
2024 Q4 ADDED — — — 325,864 +308,464 +1772.8% 38.11% $274.4M 2025-02-06 $861.00
2024 Q4 REDUCED 94.7% +7.2% ❌ 17,400 -308,455 -94.7% 0.09% $681K 2025-02-06 $861.00
2024 Q3 ADDED — — — 325,855 +310,655 +2043.8% 40.73% $288.7M 2024-11-12 $808.71
2024 Q3 REDUCED 95.4% -12.5% ✅ 15,200 -311,910 -95.4% 0.00% $22K 2024-11-12 $808.71
2024 Q2 ADDED — — — 327,110 +311,910 +2052.0% 43.40% $296.2M 2024-08-05 $764.58
2024 Q2 REDUCED 95.4% -2.0% ✅ 15,200 -314,999 -95.4% 0.00% $19K 2024-08-05 $764.58
2024 Q1 ADDED — — — 330,199 +314,999 +2072.4% 40.29% $256.9M 2024-05-07 $765.75
2024 Q1 REDUCED 95.3% +17.7% ❌ 15,200 -310,341 -95.3% 0.01% $94K 2024-05-07 $765.75
2023 Q4 ADDED — — — 325,541 +3,376 +1.0% 35.40% $174.9M 2024-02-08 $723.04
23 older quarters 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% Private Capital Advisors, Inc. 3Y 7Y 42.82% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 27.26% Goelzer Investment Management, Inc. 3Y 7Y 24.04% Holistic Financial Partners 3Y 7Y 23.14% Cascade Financial Partners, LLC 22.44% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% VEGA INVESTMENT SOLUTIONS 20.2% SAPIENT CAPITAL LLC 20.02% Gambit Capital Management, LLC 16.47%

FAQ About Bedel Financial Consulting, Inc. and LLY

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

How long has Bedel Financial Consulting, Inc. reported owning LLY?

Bedel Financial Consulting, Inc. reported LLY across 19 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LLY position in Bedel Financial Consulting, Inc.'s portfolio?

The largest reported portfolio weight for LLY was 43.40% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when Bedel Financial Consulting, Inc. reported 327,576 shares, equal to 33.92% of portfolio, with an estimated market value of $301.3M.

What does the chart on this LLY ownership page compare?

The chart compares Bedel Financial Consulting, Inc.'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.

How well did Bedel Financial Consulting, Inc. time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Bedel Financial Consulting, Inc. correctly timed 27 out of 41 reported position changes (66%). The annualised alpha on LLY relative to SPY over the holding period was +20.4%.

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