Ownership history in Centric Wealth Management · 29 quarters on record
This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in LILLY ELI & 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,416 | -451 | -4.6% | 2.08% | $9.8M | $1072.89 |
| 2025 Q3 | REDUCED | 9,867 | -335 | -3.3% | 1.89% | $8.5M | $760.61 |
| 2025 Q2 | REDUCED | 10,202 | -383 | -3.6% | 1.52% | $6.4M | $775.39 |
| 2025 Q1 | REDUCED | 10,585 | -14 | -0.1% | 2.30% | $8.7M | $819.84 |
| 2024 Q4 | REDUCED | 10,599 | -2,957 | -21.8% | 2.21% | $8.2M | $765.01 |
| 2024 Q3 | REDUCED | 13,556 | -181 | -1.3% | 2.80% | $10.5M | $876.46 |
| 2024 Q2 | REDUCED | 13,737 | -387 | -2.7% | 3.18% | $11.1M | $894.45 |
| 2024 Q1 | ADDED | 14,124 | +587 | +4.3% | 3.51% | $11.0M | $767.26 |
| 2023 Q4 | ADDED | 13,537 | +156 | +1.2% | 3.15% | $9.6M | $573.89 |
| 2023 Q3 | REDUCED | 13,381 | -849 | -6.0% | 3.00% | $7.2M | $527.84 |
As of 2025 Q4 — sorted by position size