LLY LILLY ELI & CO

Ownership history in Legacy Bridge, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Legacy Bridge, LLC reported a position in LILLY ELI & CO (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
2.03% (2023 Q3)
Avg. % of fund
0.71%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,862 +172 +4.7% 1.68% $4.2M $1072.89
2025 Q3 ADDED 3,690 +79 +2.2% 1.17% $2.8M $760.61
2025 Q2 ADDED 3,611 +148 +4.3% 1.34% $2.8M $775.39
2025 Q1 ADDED 3,463 +75 +2.2% 1.60% $2.9M $819.84
2024 Q4 REDUCED 3,388 -19 -0.6% 1.36% $2.6M $765.01
2024 Q3 REDUCED 3,407 -55 -1.6% 1.63% $3.0M $876.46
2024 Q2 REDUCED 3,462 -828 -19.3% 1.85% $3.1M $894.45
2024 Q1 REDUCED 4,290 -1,023 -19.3% 1.95% $3.3M $767.26
2023 Q4 UNCHANGED 5,313 0% 2.01% $3.1M $573.89
2023 Q3 UNCHANGED 5,313 0% 2.03% $2.9M $527.84
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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