LLY — ELI LILLY & CO

Ownership history in Elefante Mark B  ·  4 quarters on record

This page tracks every 13F SEC filing in which Elefante Mark B 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
1.91% (2025 Q4)
Avg. % of fund
1.03%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,898 +726 +33.4% 1.91% $3.1M $1072.89
2025 Q3 ADDED 2,172 +855 +64.9% 1.06% $1.7M $760.61
2025 Q2 ADDED 1,317 +729 +124.0% 0.77% $1.0M $775.39
2025 Q1 INITIATED 588 — — 0.38% $486K $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%
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