Ownership history in Core Wealth Partners LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in ELI LILLY & 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 | 1,519 | +1,319 | +659.5% | 0.73% | $1.6M | $1072.89 |
| 2025 Q3 | REDUCED | 200 | -1,530 | -88.4% | 0.01% | $15K | $760.61 |
| 2025 Q3 | ADDED | 1,730 | +275 | +18.9% | 0.61% | $1.3M | $760.61 |
| 2025 Q2 | ADDED | 1,455 | +540 | +59.0% | 0.58% | $1.1M | $775.39 |
| 2025 Q1 | ADDED | 915 | +141 | +18.2% | 0.44% | $756K | $819.84 |
| 2024 Q4 | ADDED | 774 | +229 | +42.0% | 0.34% | $598K | $765.01 |
| 2024 Q3 | ADDED | 545 | +208 | +61.7% | 0.29% | $483K | $876.46 |
| 2024 Q2 | ADDED | 337 | +70 | +26.2% | 0.21% | $305K | $894.45 |
| 2024 Q1 | INITIATED | 267 | — | — | 0.16% | $208K | — |
As of 2025 Q4 — sorted by position size