LLY — Lilly Eli & Company Equities

Ownership history in HT Partners LLC · 52 quarters on record

This page tracks every 13F SEC filing in which HT Partners LLC reported a position in Lilly Eli & Company Equities (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

1.36% (2024 Q2)

Avg. % of fund

0.46%

First filed

2013 Q1

Last filed

2025 Q4

Quarters held

52

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	3,942	+38	+1.0%	1.26%	$4.2M	$1072.89
2025 Q3	REDUCED	3,904	-38	-1.0%	0.91%	$3.0M	$760.61
2025 Q2	UNCHANGED	3,942	—	0%	0.94%	$3.1M	$775.39
2025 Q1	REDUCED	3,942	-152	-3.7%	1.12%	$3.3M	$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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