LLY — Eli Lilly and Co

Ownership history in Financial Security Advisor, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Financial Security Advisor, Inc. reported a position in Eli Lilly and 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
1.28% (2024 Q2)
Avg. % of fund
0.92%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,339 +322 +8.0% 0.90% $4.7M $1072.89
2025 Q3 ADDED 4,017 +25 +0.6% 0.65% $3.1M $760.61
2025 Q2 REDUCED 3,992 -7 -0.2% 0.72% $3.1M $775.39
2025 Q1 REDUCED 3,999 -6 -0.1% 0.84% $3.3M $819.84
6 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%
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