LLY β€” ELI LILLY & CO

Ownership history in Bey-Douglas LLC  Β·  6 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported ELI LILLY & CO (LLY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 5.14% in 2025 Q4. The latest visible filing shows LLY at 5.14% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC's position in ELI LILLY & 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
2025 Q4

LLY was reported at 5.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

How Bey-Douglas LLC held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,975 +1,125 +23.2% 5.14% $6.4M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 4,850 -1,467 -23.2% 2.75% $3.7M 2025-10-30 $841.86
2025 Q2 ADDED 6,317 +1,157 +22.4% 2.94% $4.9M 2025-07-24 $801.15
2025 Q1 REDUCED 5,160 -15 -0.3% 3.89% $4.3M 2025-05-15 $727.90
2024 Q4 ADDED 5,175 +2,290 +79.4% 3.44% $4.0M 2025-01-30 $815.77
2024 Q3 INITIATED 2,885 β€” β€” 2.24% $2.6M 2024-11-12 $810.10

FAQ About Bey-Douglas LLC and LLY

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

How long has Bey-Douglas LLC reported owning LLY?

Bey-Douglas LLC reported LLY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LLY position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for LLY was 5.14% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 5,975 shares, equal to 5.14% of portfolio, with an estimated market value of $6.4M.

What does the chart on this LLY ownership page compare?

The chart compares Bey-Douglas LLC'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.

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