HOME FEDERAL BANK OF TENNESSEE LLY — ELI LILLY CO

Ownership history in HOME FEDERAL BANK OF TENNESSEE  ·  44 quarters on record

AI Ownership Summary

HOME FEDERAL BANK OF TENNESSEE reported ELI LILLY CO (LLY) in 44 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 3.66% in 2024 Q2. The latest visible filing shows LLY at 2.79% 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 HOME FEDERAL BANK OF TENNESSEE's position in ELI LILLY 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
2026 Q3

LLY was reported at 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% 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
2024 Q2 to 2026 Q3

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.

LLY stock page HOME FEDERAL BANK OF TENNESSEE fund profile HOME FEDERAL BANK OF TENNESSEE full holdings
How HOME FEDERAL BANK OF TENNESSEE 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 11,231 — 0% 2.79% $13.0M 2026-10-15 $1251.61
2026 Q2 UNCHANGED — — — 11,231 — 0% 2.91% $13.5M 2026-07-15 $1154.97
2026 Q1 REDUCED — — — 11,231 -475 -4.1% 2.58% $10.3M 2026-04-15 $902.18
2025 Q4 REDUCED — — — 11,706 -55 -0.5% 3.27% $12.6M 2026-01-20 $1036.28
2025 Q3 REDUCED — — — 11,761 -15 -0.1% 2.40% $9.0M 2025-10-15 $821.39
2025 Q2 UNCHANGED — — — 11,776 — 0% 2.60% $9.2M 2025-07-15 $765.23
2025 Q1 REDUCED — — — 11,776 -100 -0.8% 2.88% $9.7M 2025-04-15 $749.25
2024 Q4 REDUCED 8.8% +7.2% ❌ 11,876 -1,141 -8.8% 2.71% $9.2M 2025-01-24 $775.85
2024 Q3 REDUCED — — — 13,017 -262 -2.0% 3.30% $11.5M 2024-10-21 $893.62
2024 Q2 REDUCED — — — 13,279 -13 -0.1% 3.66% $12.0M 2024-07-17 $891.84
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q3 — sorted by position size

Private Capital Advisors, Inc. 3Y 7Y 41.31% Goelzer Investment Management, Inc. 3Y 7Y 28.2% SAPIENT CAPITAL LLC 23.01% Partnership Wealth Management, LLC 17.47% Canandaigua National Trust Co of Florida 10.59% Gouws Capital LLC 3Y 9.35% Loftus Peak Pty Ltd 7.45% Bank & Trust Co 7.32% Finer Wealth Management, Inc. 3Y 5.63% Family Legacy Financial Solutions, LLC 5.58%

FAQ About HOME FEDERAL BANK OF TENNESSEE and LLY

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

How long has HOME FEDERAL BANK OF TENNESSEE reported owning LLY?

HOME FEDERAL BANK OF TENNESSEE reported LLY across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported LLY position in HOME FEDERAL BANK OF TENNESSEE's portfolio?

The largest reported portfolio weight for LLY was 3.66% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q3, when HOME FEDERAL BANK OF TENNESSEE reported 11,231 shares, equal to 2.79% of portfolio, with an estimated market value of $13.0M.

What does the chart on this LLY ownership page compare?

The chart compares HOME FEDERAL BANK OF TENNESSEE'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.

How well did HOME FEDERAL BANK OF TENNESSEE time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, HOME FEDERAL BANK OF TENNESSEE correctly timed 8 out of 38 reported position changes (21%). The annualised alpha on LLY relative to SPY over the holding period was +39.7%.

← Back to HOME FEDERAL BANK OF TENNESSEE Holdings