LLY — ELI LILLY & CO Com

Ownership history in GAM Holding AG · 56 quarters on record

This page tracks every 13F SEC filing in which GAM Holding AG reported a position in ELI LILLY & CO Com (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

2.27% (2025 Q1)

Avg. % of fund

0.37%

First filed

2009 Q4

Last filed

2025 Q4

Quarters held

56

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	20,201	-322	-1.6%	1.39%	$21.7M	$1072.89
2025 Q3	ADDED	20,523	+540	+2.7%	0.97%	$15.7M	$760.61
2025 Q2	REDUCED	19,983	-15,411	-43.5%	1.10%	$15.6M	$775.39
2025 Q1	ADDED	35,394	+1,904	+5.7%	2.27%	$29.2M	$819.84

% 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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