LLY — LILLY ELI & CO

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported LILLY ELI & CO (LLY) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.28% in 2024 Q2. The latest visible filing shows LLY at 1.49% 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 BROOKS, MOORE & ASSOCIATES, 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
2025 Q4

LLY was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% 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 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.

LLY stock page BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,824 -354 -11.1% 1.49% $3.0M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 3,178 +35 +1.1% 1.23% $2.4M 2025-11-17 $1020.00
2025 Q2 REDUCED 3,143 -115 -3.5% 1.26% $2.3M 2025-08-15 $699.03
2025 Q1 UNCHANGED 3,258 — 0% 1.52% $2.7M 2025-05-14 $710.30
2024 Q4 REDUCED 3,258 -110 -3.3% 1.49% $2.5M 2025-02-14 $838.06
2024 Q3 REDUCED 3,368 -552 -14.1% 1.76% $3.0M 2024-11-14 $777.82
2024 Q2 ADDED 3,920 +184 +4.9% 2.28% $3.5M 2024-08-15 $921.62
2024 Q1 REDUCED 3,736 -50 -1.3% 1.86% $2.9M 2024-05-14 $753.47
2023 Q4 REDUCED 3,786 -36 -0.9% 1.52% $2.2M 2024-02-15 $747.35
2023 Q3 REDUCED 3,822 -748 -16.4% 1.55% $2.1M 2023-11-15 $579.43
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About BROOKS, MOORE & ASSOCIATES, 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 BROOKS, MOORE & ASSOCIATES, INC. reported owning LLY?

BROOKS, MOORE & ASSOCIATES, INC. reported LLY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LLY position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for LLY was 2.28% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 2,824 shares, equal to 1.49% of portfolio, with an estimated market value of $3.0M.

What does the chart on this LLY ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, 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.

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