LLY LILLY ELI & CO COM

Ownership history in JLB & ASSOCIATES INC  ·  103 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported LILLY ELI & CO COM (LLY) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.88% in 2024 Q2. The latest visible filing shows LLY at 1.56% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JLB & ASSOCIATES INC's position in LILLY ELI & CO COM, 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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2024 Q2

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 JLB & ASSOCIATES INC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,774 -516 -4.6% 1.56% $11.6M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 11,290 +494 +4.6% 1.13% $8.6M 2025-10-30 $841.86
2025 Q2 REDUCED 10,796 -624 -5.5% 1.17% $8.4M 2025-07-17 $757.45
2025 Q1 REDUCED 11,420 -1,230 -9.7% 1.32% $9.4M 2025-04-17 $833.79
2024 Q4 REDUCED 12,650 -1,503 -10.6% 1.33% $9.8M 2025-02-03 $803.09
2024 Q3 REDUCED 14,153 -1,236 -8.0% 1.61% $12.5M 2024-10-02 $881.54
2024 Q2 REDUCED 15,389 -970 -5.9% 1.88% $13.9M 2024-07-18 $838.65
2024 Q1 REDUCED 16,359 -1,012 -5.8% 1.69% $12.7M 2024-04-30 $770.35
2023 Q4 REDUCED 17,371 -690 -3.8% 1.46% $10.1M 2024-01-22 $621.11
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JLB & ASSOCIATES INC and LLY

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

How long has JLB & ASSOCIATES INC reported owning LLY?

JLB & ASSOCIATES INC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for LLY was 1.88% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when JLB & ASSOCIATES INC reported 10,774 shares, equal to 1.56% of portfolio, with an estimated market value of $11.6M.

What does the chart on this LLY ownership page compare?

The chart compares JLB & ASSOCIATES INC'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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