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.
| 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 |
| 2024 Q4 | REDUCED | 5,375 | -115 | -2.1% | 1.05% | $4.1M | $765.01 |
| 2024 Q3 | REDUCED | 5,490 | -606 | -9.9% | 1.23% | $4.9M | $876.46 |
| 2024 Q2 | REDUCED | 6,096 | -133 | -2.1% | 1.50% | $5.5M | $894.45 |
| 2024 Q1 | REDUCED | 6,229 | -141 | -2.2% | 1.33% | $4.8M | $767.26 |
| 2023 Q4 | REDUCED | 6,370 | -237 | -3.6% | 1.17% | $3.7M | $573.89 |
| 2023 Q3 | REDUCED | 6,607 | -300 | -4.3% | 1.24% | $3.5M | $527.84 |
As of 2025 Q4 — sorted by position size