LLY — LILLY ELI & CO

Ownership history in Carmichael Hill & Associates, Inc.  ·  32 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported LILLY ELI & CO (LLY) in 32 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.07% in 2024 Q2. The latest visible filing shows LLY at 0.22% 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 Carmichael Hill & 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
2024 Q3

LLY was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% 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 Q4 to 2024 Q3

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 Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 700 +600 +600.0% 0.22% $620K 2024-11-14 (Est.) $777.82
2024 Q3 REDUCED 100 -2,913 -96.7% 0.03% $89K 2024-11-14 (Est.) $777.82
2024 Q3 ADDED 3,013 +6 +0.2% 0.95% $2.7M 2024-11-14 (Est.) $777.82
2024 Q2 ADDED 3,007 +2,907 +2907.0% 1.07% $2.7M 2024-08-02 $794.75
2024 Q2 UNCHANGED 100 — 0% 0.04% $91K 2024-08-02 $794.75
2024 Q1 REDUCED 100 -2,912 -96.7% 0.03% $78K 2024-04-24 $722.13
2024 Q1 ADDED 3,012 +35 +1.2% 0.93% $2.3M 2024-04-24 $722.13
2023 Q4 REDUCED 2,977 -50 -1.7% 0.72% $1.7M 2024-01-23 $619.93
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 4.4% Marex Group plc 3.85% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.84% Coastline Trust Co 3Y 7Y 1.91% NEVILLE RODIE & SHAW INC 3Y 7Y 1.39% Hilltop National Bank 1.17% ADIRONDACK TRUST CO 3Y 7Y 1.16% Fulcrum Equity Management 3Y 7Y 0.81% First County Bank /CT/ 0.62% Adelphi Trust Co 0.58%

FAQ About Carmichael Hill & 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 Carmichael Hill & Associates, Inc. reported owning LLY?

Carmichael Hill & Associates, Inc. reported LLY across 8 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported LLY position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for LLY was 1.07% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 700 shares, equal to 0.22% of portfolio, with an estimated market value of $620K.

What does the chart on this LLY ownership page compare?

The chart compares Carmichael Hill & 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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