LLY β€” Eli Lilly & Co

Ownership history in J. Stern & Co. LLP  Β·  8 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Eli Lilly & Co (LLY) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.5% in 2025 Q3. The latest visible filing shows LLY at 0.34% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Stern & Co. LLP'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
2025 Q4

LLY was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q3

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 J. Stern & Co. LLP held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,047,245 +4,038,502 +46191.3% 0.34% $4.0M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 8,743 +4,542 +108.1% 0.50% $6.7M 2025-11-14 $1023.57
2025 Q2 ADDED 4,201 +152 +3.8% 0.26% $3.0M 2025-08-14 $680.79
2025 Q1 ADDED 4,049 +564 +16.2% 0.32% $3.3M 2025-05-14 $710.30
2024 Q4 ADDED 3,485 +673 +23.9% 0.25% $2.7M 2025-02-14 $838.06
2024 Q3 ADDED 2,812 +902 +47.2% 0.27% $2.5M 2024-11-13 $803.13
2024 Q2 ADDED 1,910 +1,356 +244.8% 0.21% $1.7M 2024-08-14 $920.43
2023 Q4 INITIATED 554 β€” β€” 0.07% $358K 2024-02-13 $731.47

FAQ About J. Stern & Co. LLP and LLY

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

How long has J. Stern & Co. LLP reported owning LLY?

J. Stern & Co. LLP reported LLY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for LLY was 0.50% in 2025 Q3.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 4,047,245 shares, equal to 0.34% of portfolio, with an estimated market value of $4.0M.

What does the chart on this LLY ownership page compare?

The chart compares J. Stern & Co. LLP'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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