LLY LILLY ELI &CO

Ownership history in HAZLETT, BURT & WATSON, INC.  ·  16 quarters on record

AI Ownership Summary

HAZLETT, BURT & WATSON, INC. reported LILLY ELI &CO (LLY) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2025 Q4. The latest visible filing shows LLY at 0.81% 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 HAZLETT, BURT & WATSON, INC.'s position in LILLY ELI &CO, 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 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q4

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 HAZLETT, BURT & WATSON, INC. 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 ADDED 2,373 +271 +12.9% 0.81% $2.5M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 2,102 +262 +14.2% 0.57% $1.6M 2025-11-04 $904.02
2025 Q2 ADDED 1,840 +316 +20.7% 0.59% $1.4M 2025-07-25 $808.37
2025 Q1 ADDED 1,524 +26 +1.7% 0.57% $1.3M 2025-05-05 $815.42
2024 Q4 ADDED 1,498 +40 +2.7% 0.51% $1.2M 2025-02-12 $865.06
2024 Q3 ADDED 1,458 +109 +8.1% 0.59% $1.3M 2024-10-30 $837.77
2024 Q2 ADDED 1,349 +58 +4.5% 0.63% $1.2M 2024-08-07 $762.82
2024 Q1 ADDED 1,291 +85 +7.0% 0.60% $1.0M 2024-04-29 $727.06
2023 Q4 ADDED 1,206 +427 +54.8% 0.47% $703K 2024-01-25 $617.90
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HAZLETT, BURT & WATSON, INC. and LLY

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

How long has HAZLETT, BURT & WATSON, INC. reported owning LLY?

HAZLETT, BURT & WATSON, INC. reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in HAZLETT, BURT & WATSON, INC.'s portfolio?

The largest reported portfolio weight for LLY was 0.81% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when HAZLETT, BURT & WATSON, INC. reported 2,373 shares, equal to 0.81% of portfolio, with an estimated market value of $2.5M.

What does the chart on this LLY ownership page compare?

The chart compares HAZLETT, BURT & WATSON, INC.'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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