Jeter Robert S II LLY — ELI LILLY & CO

Ownership history in Jeter Robert S II  ·  3 quarters on record

AI Ownership Summary

Jeter Robert S II reported ELI LILLY & CO (LLY) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.71% in 2026 Q3. The latest visible filing shows LLY at 0.71% 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 Jeter Robert S II'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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 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.

How Jeter Robert S II 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 916 +471 +105.8% 0.71% $1.1M 2026-10-16 $1257.03
2026 Q2 ADDED — — — 445 +17 +4.0% 0.51% $529K 2026-07-14 $1150.89
2026 Q1 INITIATED — — — 428 — — 0.40% $406K 2026-05-12 $986.75

FAQ About Jeter Robert S II and LLY

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

How long has Jeter Robert S II reported owning LLY?

Jeter Robert S II reported LLY across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported LLY position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for LLY was 0.71% in 2026 Q3.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q3, when Jeter Robert S II reported 916 shares, equal to 0.71% of portfolio, with an estimated market value of $1.1M.

What does the chart on this LLY ownership page compare?

The chart compares Jeter Robert S II'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.

← Back to Jeter Robert S II Holdings