LLY — LILLY ELI & CO COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  34 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported LILLY ELI & CO COM (LLY) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.93% in 2025 Q4. The latest visible filing shows LLY at 1.58% 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 CREATIVE FINANCIAL DESIGNS INC /ADV'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
2026 Q1

LLY was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q4

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 2026 Q1

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.

LLY stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 28,285 -275 -1.0% 1.58% $26.0M 2026-04-13 $929.55
2025 Q4 ADDED 28,560 +1,385 +5.1% 1.93% $30.7M 2026-02-06 $1056.42
2025 Q3 ADDED 27,175 +99 +0.4% 1.39% $20.7M 2025-11-14 (Est.) $1023.57
2025 Q2 ADDED 27,076 +2,669 +10.9% 1.52% $21.1M 2025-08-04 $764.91
2025 Q1 ADDED 24,407 +8,088 +49.6% 1.61% $20.2M 2025-04-23 $823.32
2024 Q4 REDUCED 16,319 -20 -0.1% 1.02% $12.6M 2025-02-10 $861.01
2024 Q3 ADDED 16,339 +325 +2.0% 1.22% $14.5M 2024-10-28 $886.01
2024 Q2 ADDED 16,014 +824 +5.4% 1.29% $14.5M 2024-08-06 $783.60
2024 Q1 ADDED 15,190 +508 +3.5% 1.12% $11.8M 2024-05-01 $766.06
2023 Q4 REDUCED 14,682 -1,301 -8.1% 0.87% $8.6M 2024-01-10 $620.43
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Goelzer Investment Management, Inc. 3Y 7Y 24.04% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% SAPIENT CAPITAL LLC 20.02% Partnership Wealth Management, LLC 14.84% Canandaigua National Trust Co of Florida 12.59% Amanah Holdings Trust 10.13% OLD NATIONAL BANCORP /IN/ 3Y 7Y 9.45% Chronos Wealth Management, LLC 3Y 9.31% Bank & Trust Co 7.04%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and LLY

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning LLY?

CREATIVE FINANCIAL DESIGNS INC /ADV reported LLY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LLY position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for LLY was 1.93% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 28,285 shares, equal to 1.58% of portfolio, with an estimated market value of $26.0M.

What does the chart on this LLY ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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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