Ownership history in Formidable Asset Management, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in LILLY ELI & COMPANY (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,029 | +1,013 | +9.2% | 1.34% | $9.2M | $1072.89 |
| 2025 Q3 | ADDED | 11,016 | +1,527 | +16.1% | 1.35% | $8.6M | $760.61 |
| 2025 Q2 | UNCHANGED | 9,489 | — | 0% | 1.31% | $7.8M | $775.39 |
| 2025 Q1 | REDUCED | 9,489 | -119 | -1.2% | 1.31% | $7.8M | $819.84 |
| 2024 Q4 | ADDED | 9,608 | +190 | +2.0% | 1.22% | $7.4M | $765.01 |
| 2024 Q3 | ADDED | 9,418 | +212 | +2.3% | 1.33% | $8.3M | $876.46 |
| 2024 Q2 | REDUCED | 9,206 | -162 | -1.7% | 1.35% | $8.3M | $894.45 |
| 2024 Q1 | ADDED | 9,368 | +5,473 | +140.5% | 1.19% | $7.3M | $767.26 |
| 2023 Q4 | REDUCED | 3,895 | -526 | -11.9% | 0.47% | $2.3M | $573.89 |
| 2023 Q3 | REDUCED | 4,421 | -25 | -0.6% | 0.53% | $2.4M | $527.84 |
As of 2025 Q4 — sorted by position size