LLY — LILLY ELI & CO

Ownership history in Bluesphere Advisors LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Bluesphere Advisors LLC 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
0.72% (2025 Q4)
Avg. % of fund
0.42%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,519 +3 +0.2% 0.72% $1.6M $1072.89
2025 Q3 REDUCED 1,516 -34 -2.2% 0.53% $1.2M $760.61
2025 Q2 ADDED 1,550 +349 +29.1% 0.60% $1.2M $775.39
2025 Q1 ADDED 1,201 +28 +2.4% 0.57% $992K $819.84
9 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% 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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