LLY LILLY ELI & CO COM

Ownership history in Colonial Trust Co / SC  ·  14 quarters on record

AI Ownership Summary

Colonial Trust Co / SC reported LILLY ELI & CO COM (LLY) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.81% in 2024 Q2. The latest visible filing shows LLY at 2.49% 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 Colonial Trust Co / SC's position in LILLY ELI & CO COM, 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 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% 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 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 Colonial Trust Co / SC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,404 -200 -1.1% 2.49% $18.7M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 17,604 +94 +0.5% 1.81% $13.4M 2025-11-10 $963.61
2025 Q2 REDUCED 17,510 -433 -2.4% 1.99% $13.6M 2025-08-13 $656.98
2025 Q1 REDUCED 17,943 -193 -1.1% 2.30% $14.8M 2025-05-14 $710.30
2024 Q4 ADDED 18,136 +254 +1.4% 2.08% $14.0M 2025-02-14 $838.06
2024 Q3 ADDED 17,882 +262 +1.5% 2.44% $15.8M 2024-11-12 $810.10
2024 Q2 REDUCED 17,620 -232 -1.3% 2.81% $16.0M 2024-08-14 $920.43
2024 Q1 REDUCED 17,852 -655 -3.5% 2.60% $13.9M 2024-05-14 $753.47
2023 Q4 ADDED 18,507 +966 +5.5% 2.25% $10.8M 2024-02-14 $746.89
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Colonial Trust Co / SC and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Colonial Trust Co / SC reported owning LLY?

Colonial Trust Co / SC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in Colonial Trust Co / SC's portfolio?

The largest reported portfolio weight for LLY was 2.81% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Colonial Trust Co / SC reported 17,404 shares, equal to 2.49% of portfolio, with an estimated market value of $18.7M.

What does the chart on this LLY ownership page compare?

The chart compares Colonial Trust Co / SC'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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