LLY — ELI LILLY & CO Common Stock

Ownership history in Kidder Stephen W  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kidder Stephen W reported a position in ELI LILLY & CO Common Stock (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.

Peak position
2.12% (2011 Q1)
Avg. % of fund
1.18%
First filed
2011 Q1
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,729 +1,641 +40.1% 1.74% $6.2M $1072.89
2025 Q3 ADDED 4,088 +958 +30.6% 0.89% $3.1M $760.61
2025 Q2 ADDED 3,130 +1,505 +92.6% 0.73% $2.4M $775.39
2025 Q1 REDUCED 1,625 -8,911 -84.6% 0.42% $1.3M $819.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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