LLY ELI LILLY & CO

Ownership history in EVEXIA WEALTH LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH 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.

Peak position
6.14% (2025 Q4)
Avg. % of fund
3.86%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,481 -1,147 -5.3% 6.14% $22.0M $1072.89
2025 Q3 ADDED 21,628 +5,929 +37.8% 5.30% $17.7M $760.61
2025 Q2 ADDED 15,699 +3,373 +27.4% 3.81% $12.1M $775.39
2025 Q1 REDUCED 12,326 -15 -0.1% 3.38% $9.3M $819.84
2024 Q4 ADDED 12,341 +206 +1.7% 3.67% $10.8M $765.01
2024 Q3 ADDED 12,135 +464 +4.0% 3.87% $10.9M $876.46
2024 Q2 REDUCED 11,671 -275 -2.3% 3.79% $10.1M $894.45
2024 Q1 ADDED 11,946 +3,231 +37.1% 3.70% $9.0M $767.26
2023 Q4 ADDED 8,715 +235 +2.8% 2.46% $5.8M $573.89
2023 Q3 INITIATED 8,480 2.52% $5.0M
% of Fund (quarterly)    LLY price (monthly, adj. close)
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