LLY — ELI LILLY & CO

Ownership history in Dempze Nancy E · 6 quarters on record

This page tracks every 13F SEC filing in which Dempze Nancy E 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.

Peak position

3.07% (2025 Q4)

Avg. % of fund

1.57%

First filed

2024 Q3

Last filed

2025 Q4

Quarters held

6

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	5,491	+1,487	+37.1%	3.07%	$5.9M	$1072.89
2025 Q3	ADDED	4,004	+1,243	+45.0%	1.68%	$3.1M	$760.61
2025 Q2	ADDED	2,761	+387	+16.3%	1.24%	$2.2M	$775.39
2025 Q1	ADDED	2,374	+244	+11.5%	1.18%	$2.0M	$819.84

% 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 Dempze Nancy E Holdings