LLY LILLY ELI & CO COM COM

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  107 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in LILLY ELI & CO COM COM (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
4.18% (2025 Q4)
Avg. % of fund
1.41%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
107
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 103,730 -141 -0.1% 4.18% $111.5M $1072.89
2025 Q3 REDUCED 103,871 -513 -0.5% 2.99% $79.3M $760.61
2025 Q2 ADDED 104,384 +2,829 +2.8% 3.22% $81.4M $775.39
2025 Q1 REDUCED 101,555 -1,242 -1.2% 3.57% $83.9M $819.84
2024 Q4 ADDED 102,797 +520 +0.5% 3.20% $79.4M $765.01
2024 Q3 ADDED 102,277 +8,615 +9.2% 3.60% $90.6M $876.46
2024 Q2 REDUCED 93,662 -1,145 -1.2% 3.51% $84.8M $894.45
2024 Q1 REDUCED 94,807 -1,757 -1.8% 3.06% $73.8M $767.26
2023 Q4 REDUCED 96,564 -1,156 -1.2% 2.51% $56.3M $573.89
2023 Q3 REDUCED 97,720 -42 -0.0% 2.56% $52.5M $527.84
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% of Fund (quarterly)    LLY price (monthly, adj. close)
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