LLY Eli Lilly and Company

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported Eli Lilly and Company (LLY) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.54% in 2024 Q2. The latest visible filing shows LLY at 1.86% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER DYKEMA CABOT & PARTNERS, LLC's position in Eli Lilly and 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 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% 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 FOSTER DYKEMA CABOT & PARTNERS, LLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,117 -1,962 -6.5% 1.86% $30.2M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 30,079 -120 -0.4% 1.51% $22.9M 2025-11-12 $1014.59
2025 Q2 REDUCED 30,199 -824 -2.7% 1.66% $23.5M 2025-08-12 $636.03
2025 Q1 REDUCED 31,023 -2,537 -7.6% 2.06% $25.6M 2025-05-09 $729.17
2024 Q4 REDUCED 33,560 -9,163 -21.4% 2.02% $25.9M 2025-02-13 $863.96
2024 Q3 REDUCED 42,723 -1,016 -2.3% 3.18% $37.9M 2024-11-12 $810.10
2024 Q2 REDUCED 43,739 -212 -0.5% 3.54% $39.6M 2024-08-14 $920.43
2024 Q1 REDUCED 43,951 -5,497 -11.1% 3.18% $34.2M 2024-05-10 $749.54
2023 Q4 INITIATED 49,448 3.05% $28.8M 2024-02-14 $746.89

FAQ About FOSTER DYKEMA CABOT & PARTNERS, LLC and LLY

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

How long has FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning LLY?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for LLY was 3.54% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 28,117 shares, equal to 1.86% of portfolio, with an estimated market value of $30.2M.

What does the chart on this LLY ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, LLC'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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