LLY ELI LILLY COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  73 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ELI LILLY COM (LLY) in 73 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.11% in 2025 Q4. The latest visible filing shows LLY at 4.40% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in ELI LILLY COM, 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
2026 Q1

LLY was reported at 4.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.11% in 2025 Q4

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 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 50,694 -503 -1.0% 4.40% $46.6M 2026-05-15 (Est.) $927.06
2025 Q4 REDUCED 51,197 -343 -0.7% 5.11% $55.0M 2026-01-12 $1079.20
2025 Q3 ADDED 51,540 +784 +1.5% 3.78% $39.3M 2025-10-09 $852.67
2025 Q2 ADDED 50,756 +1,186 +2.4% 4.10% $39.6M 2025-07-02 $775.14
2025 Q1 ADDED 49,570 +1,008 +2.1% 4.56% $40.9M 2025-04-08 $720.90
2024 Q4 ADDED 48,562 +11,534 +31.1% 4.03% $37.5M 2025-01-10 $792.65
2024 Q3 UNCHANGED 37,028 0% 3.81% $33.5M 2024-10-03 $876.08
2024 Q2 REDUCED 37,028 -805 -2.1% 3.81% $33.5M 2024-07-16 $930.23
2024 Q1 REDUCED 37,833 -70 -0.2% 3.48% $29.4M 2024-04-15 $740.44
2023 Q4 ADDED 37,903 +1,270 +3.5% 2.83% $22.1M 2024-01-12 $632.97
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and LLY

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning LLY?

LVM CAPITAL MANAGEMENT LTD/MI reported LLY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LLY position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for LLY was 5.11% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 50,694 shares, equal to 4.40% of portfolio, with an estimated market value of $46.6M.

What does the chart on this LLY ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

← Back to LVM CAPITAL MANAGEMENT LTD/MI Holdings