LLY — LILLY ELI & CO

Ownership history in Bedel Financial Consulting, Inc.  ·  40 quarters on record

This page tracks every 13F SEC filing in which Bedel Financial Consulting, 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
43.4% (2024 Q2)
Avg. % of fund
24.18%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 328,037 +310,637 +1785.3% 37.93% $352.5M $1072.89
2025 Q4 REDUCED 17,400 -311,081 -94.7% 0.01% $72K $1072.89
2025 Q3 ADDED 328,481 +311,081 +1787.8% 32.00% $250.6M $760.61
2025 Q3 REDUCED 17,400 -311,290 -94.7% 0.07% $578K $760.61
36 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% 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% Elser Financial Planning, Inc 20.38%
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