LLY LILLY ELI & CO COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  104 quarters on record

This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in LILLY ELI & CO COMMON (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
1.78% (2025 Q4)
Avg. % of fund
0.59%
First filed
1999 Q4
Last filed
2025 Q4
Quarters held
104
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,738 +200 +2.3% 1.78% $9.4M $1072.89
2025 Q3 REDUCED 8,538 -26 -0.3% 1.26% $6.5M $760.61
2025 Q2 ADDED 8,564 +971 +12.8% 1.35% $6.7M $775.39
2025 Q1 REDUCED 7,593 -27 -0.4% 1.36% $6.3M $819.84
2024 Q4 REDUCED 7,620 -1 -0.0% 1.28% $5.9M $765.01
2024 Q3 REDUCED 7,621 -100 -1.3% 1.43% $6.8M $876.46
2024 Q2 UNCHANGED 7,721 0% 1.58% $7.0M $894.45
2024 Q1 ADDED 7,721 +143 +1.9% 1.39% $6.0M $767.26
2023 Q4 REDUCED 7,578 -106 -1.4% 1.07% $4.4M $573.89
2023 Q3 REDUCED 7,684 -25 -0.3% 1.09% $4.1M $527.84
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
← Back to LYNCH & ASSOCIATES/IN Holdings