LLY β€” Eli Lilly Inc.

Ownership history in Knott David M Jr  Β·  16 quarters on record

AI Ownership Summary

Knott David M Jr reported Eli Lilly Inc. (LLY) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows LLY at 0.09% 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 Knott David M Jr's position in Eli Lilly Inc., 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 Q3

LLY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

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 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 Knott David M Jr held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 300 β€” 0% 0.09% $229K 2025-11-12 $1014.59
2025 Q2 UNCHANGED 300 β€” 0% 0.11% $234K 2025-08-11 $631.84
2025 Q1 UNCHANGED 300 β€” 0% 0.12% $248K 2025-05-12 $750.02
2024 Q4 UNCHANGED 300 β€” 0% 0.08% $232K 2025-02-12 $865.06
2024 Q3 UNCHANGED 300 β€” 0% 0.09% $266K 2024-11-13 $803.13
2024 Q2 UNCHANGED 300 β€” 0% 0.11% $272K 2024-08-12 $873.70
2024 Q1 UNCHANGED 300 β€” 0% 0.08% $233K 2024-05-14 $753.47
2023 Q4 UNCHANGED 300 β€” 0% 0.07% $175K 2024-02-13 $731.47
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LLY

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 0.21%

FAQ About Knott David M Jr and LLY

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

How long has Knott David M Jr reported owning LLY?

Knott David M Jr reported LLY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LLY position in Knott David M Jr's portfolio?

The largest reported portfolio weight for LLY was 0.12% in 2025 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q3, when Knott David M Jr reported 300 shares, equal to 0.09% of portfolio, with an estimated market value of $229K.

What does the chart on this LLY ownership page compare?

The chart compares Knott David M Jr'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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