LLY Eli Lilly Co.(xm) COM

Ownership history in BURNEY CO/  ·  78 quarters on record

This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in Eli Lilly Co.(xm) COM (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
1.19% (2024 Q2)
Avg. % of fund
0.61%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
78
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,060 -9 -0.0% 0.94% $30.2M $1072.89
2025 Q3 REDUCED 28,069 -546 -1.9% 0.68% $21.4M $760.61
2025 Q2 REDUCED 28,615 -1,533 -5.1% 0.75% $22.3M $775.39
2025 Q1 REDUCED 30,148 -1,547 -4.9% 0.91% $24.9M $819.84
2024 Q4 REDUCED 31,695 -1,375 -4.2% 0.86% $24.5M $765.01
2024 Q3 REDUCED 33,070 -1,395 -4.0% 1.04% $29.3M $876.46
2024 Q2 REDUCED 34,465 -2,151 -5.9% 1.19% $31.2M $894.45
2024 Q1 REDUCED 36,616 -518 -1.4% 1.09% $28.5M $767.26
2023 Q4 REDUCED 37,134 -657 -1.7% 0.91% $21.6M $573.89
2023 Q3 REDUCED 37,791 -616 -1.6% 0.95% $20.3M $527.84
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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