LLY Lilly Eli & Company

Ownership history in FORSTA AP-FONDEN  ·  38 quarters on record

AI Ownership Summary

FORSTA AP-FONDEN reported Lilly Eli & Company (LLY) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q2. The latest visible filing shows LLY at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORSTA AP-FONDEN's position in Lilly Eli & Company, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORSTA AP-FONDEN held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 230,571 -2,780 -1.2% 1.48% $247.8M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 233,351 +10,300 +4.6% 1.06% $178.0M 2025-11-10 $963.61
2025 Q2 ADDED 223,051 +6,800 +3.1% 1.14% $173.9M 2025-08-08 $622.32
2025 Q1 ADDED 216,251 +5,900 +2.8% 1.35% $178.6M 2025-05-12 $750.02
2024 Q4 REDUCED 210,351 -1,600 -0.8% 1.15% $162.4M 2025-01-23 $759.66
2024 Q3 ADDED 211,951 +17,700 +9.1% 1.44% $187.8M 2024-10-24 $881.79
2024 Q2 REDUCED 194,251 -17,900 -8.4% 1.56% $175.9M 2024-08-08 $835.10
2024 Q1 ADDED 212,151 +14,700 +7.4% 1.40% $165.0M 2024-05-07 $767.07
2023 Q4 ADDED 197,451 +3,900 +2.0% 1.16% $115.1M 2024-02-06 $694.11
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORSTA AP-FONDEN and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORSTA AP-FONDEN reported owning LLY?

FORSTA AP-FONDEN reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in FORSTA AP-FONDEN's portfolio?

The largest reported portfolio weight for LLY was 1.56% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when FORSTA AP-FONDEN reported 230,571 shares, equal to 1.48% of portfolio, with an estimated market value of $247.8M.

What does the chart on this LLY ownership page compare?

The chart compares FORSTA AP-FONDEN's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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