Bruce & Co., Inc. LLY β€” Eli Lilly

Ownership history in Bruce & Co., Inc.  Β·  5 quarters on record

AI Ownership Summary

Bruce & Co., Inc. reported Eli Lilly (LLY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q4. The latest visible filing shows LLY at 0.67% 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 Bruce & Co., Inc.'s position in Eli Lilly, 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 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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 Q4 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 Bruce & Co., Inc. held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 2,000 β€” 0% 0.67% $2.1M 2026-02-14 (Est.) $1040.00
2025 Q3 UNCHANGED β€” β€” β€” 2,000 β€” 0% 0.47% $1.5M 2025-11-13 $1019.67
2025 Q2 UNCHANGED β€” β€” β€” 2,000 β€” 0% 0.51% $1.6M 2025-08-14 $680.79
2025 Q1 UNCHANGED β€” β€” β€” 2,000 β€” 0% 0.53% $1.7M 2025-05-14 $710.30
2024 Q4 INITIATED β€” β€” β€” 2,000 β€” β€” 0.50% $1.5M 2025-02-11 $857.17

FAQ About Bruce & Co., 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 Bruce & Co., Inc. reported owning LLY?

Bruce & Co., Inc. reported LLY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LLY position in Bruce & Co., Inc.'s portfolio?

The largest reported portfolio weight for LLY was 0.67% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Bruce & Co., Inc. reported 2,000 shares, equal to 0.67% of portfolio, with an estimated market value of $2.1M.

What does the chart on this LLY ownership page compare?

The chart compares Bruce & Co., 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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