LLY ELI LILLY & CO

Ownership history in Gimbal Financial  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gimbal Financial reported a position in ELI LILLY & 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
13.41% (2025 Q1)
Avg. % of fund
9.5%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,094 -3,066 -17.9% 6.46% $10.8M $760.61
2025 Q2 REDUCED 17,160 -835 -4.6% 8.22% $13.4M $775.39
2025 Q1 ADDED 17,995 +6,695 +59.2% 13.41% $14.9M $819.84
2024 Q4 REDUCED 11,300 -6,828 -37.7% 0.15% $183K $765.01
2024 Q4 UNCHANGED 18,128 0% 11.43% $14.0M $765.01
2024 Q3 REDUCED 18,128 -73 -0.4% 10.49% $16.2M $876.46
2024 Q2 REDUCED 18,201 -414 -2.2% 12.51% $17.0M $894.45
2024 Q1 REDUCED 18,615 -170 -0.9% 11.85% $14.5M $767.26
2023 Q4 INITIATED 18,785 10.98% $11.0M
% of Fund (quarterly)    LLY price (monthly, adj. close)
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