Ownership history in Circle Wealth Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Circle Wealth Management, LLC 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 | ADDED | 86,007 | +112 | +0.1% | 1.42% | $92.4M | $1072.89 |
| 2025 Q3 | ADDED | 85,895 | +31 | +0.0% | 1.28% | $65.5M | $760.61 |
| 2025 Q2 | ADDED | 85,864 | +47 | +0.1% | 1.45% | $66.9M | $775.39 |
| 2025 Q1 | UNCHANGED | 85,817 | — | 0% | 1.63% | $70.9M | $819.84 |
| 2024 Q4 | REDUCED | 85,817 | -49 | -0.1% | 1.40% | $66.3M | $765.01 |
| 2024 Q3 | REDUCED | 85,866 | -46 | -0.1% | 1.68% | $76.1M | $876.46 |
| 2024 Q2 | REDUCED | 85,912 | -4 | -0.0% | 1.79% | $77.8M | $894.45 |
| 2024 Q1 | ADDED | 85,916 | +161 | +0.2% | 1.66% | $66.8M | $767.26 |
| 2023 Q4 | REDUCED | 85,755 | -30 | -0.0% | 1.27% | $50.0M | $573.89 |
| 2023 Q3 | ADDED | 85,785 | +84,366 | +5945.5% | 1.15% | $46.1M | $527.84 |
As of 2025 Q4 — sorted by position size