LLY — ELI LILLY AND CO

Ownership history in Brick & Kyle, Associates  ·  5 quarters on record

This page tracks every 13F SEC filing in which Brick & Kyle, Associates reported a position in ELI LILLY AND 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
1.7% (2025 Q4)
Avg. % of fund
1.27%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,463 -25 -0.6% 1.70% $4.8M $1072.89
2025 Q3 ADDED 4,488 +124 +2.8% 1.26% $3.4M $760.61
2025 Q2 ADDED 4,364 +1,700 +63.8% 1.50% $3.4M $775.39
2025 Q1 REDUCED 2,664 -39 -1.4% 0.99% $2.2M $819.84
2024 Q4 INITIATED 2,703 — — 0.89% $2.1M $765.01
% 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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