LLY — LILLY ELI & CO

Ownership history in Cornerstone Wealth Group, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Group, 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.

Peak position
1.62% (2023 Q2)
Avg. % of fund
1.05%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,113 +323 +2.5% 0.96% $14.1M $1072.89
2025 Q3 ADDED 12,790 +129 +1.0% 0.66% $9.8M $760.61
2025 Q2 ADDED 12,661 +128 +1.0% 0.74% $9.9M $775.39
2025 Q1 REDUCED 12,533 -115 -0.9% 0.86% $10.4M $819.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
← Back to Cornerstone Wealth Group, LLC Holdings