LLY β€” Eli Lilly & Co COM

Ownership history in KEMPNER CAPITAL MANAGEMENT INC.  Β·  5 quarters on record

AI Ownership Summary

KEMPNER CAPITAL MANAGEMENT INC. reported Eli Lilly & Co COM (LLY) in 5 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.34% in 2025 Q4. The latest visible filing shows LLY at 2.34% 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. 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 KEMPNER CAPITAL MANAGEMENT INC.'s position in Eli Lilly & 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 2.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.34% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 KEMPNER CAPITAL MANAGEMENT INC. held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,327 -193 -7.7% 2.34% $2.5M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 2,520 -23,695 -90.4% 1.60% $1.9M 2025-10-16 $816.82
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About KEMPNER CAPITAL MANAGEMENT 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 KEMPNER CAPITAL MANAGEMENT INC. reported owning LLY?

KEMPNER CAPITAL MANAGEMENT INC. reported LLY across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported LLY position in KEMPNER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for LLY was 2.34% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when KEMPNER CAPITAL MANAGEMENT INC. reported 2,327 shares, equal to 2.34% of portfolio, with an estimated market value of $2.5M.

What does the chart on this LLY ownership page compare?

The chart compares KEMPNER CAPITAL MANAGEMENT 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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