LLY — LILLY ELI & CO COM

Ownership history in IAM Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in LILLY ELI & 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
1.5% (2024 Q2)
Avg. % of fund
1.0%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,764 -200 -4.0% 1.14% $5.1M $1072.89
2025 Q3 REDUCED 4,964 -44 -0.9% 0.85% $3.8M $760.61
2025 Q2 REDUCED 5,008 -103 -2.0% 0.94% $3.9M $775.39
2025 Q1 REDUCED 5,111 -264 -4.9% 1.10% $4.2M $819.84
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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