LLY — ELI LILLY & CO

Ownership history in Lighthouse Financial LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Lighthouse Financial LLC reported a position in ELI LILLY & 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
3.24% (2025 Q4)
Avg. % of fund
2.81%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,611 +85 +1.9% 3.24% $5.0M $1072.89
2025 Q3 ADDED 4,526 +17 +0.4% 2.28% $3.5M $760.61
2025 Q2 ADDED 4,509 +110 +2.5% 2.69% $3.5M $775.39
2025 Q1 ADDED 4,399 +58 +1.3% 3.14% $3.6M $819.84
2024 Q4 INITIATED 4,341 — — 2.72% $3.4M $765.01
% 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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