LLY β€” ELI LILLY & CO

Ownership history in Maia Wealth LLC  Β·  8 quarters on record

AI Ownership Summary

Maia Wealth LLC reported ELI LILLY & CO (LLY) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows LLY at 1.00% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in ELI LILLY & CO, 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 Q4

LLY was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% 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 2025 Q4

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 Maia Wealth LLC 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 Q4 ADDED 5,644 +224 +4.1% 1.00% $5.9M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 5,420 +1,426 +35.7% 0.88% $5.2M 2025-11-13 $1019.67
2025 Q2 ADDED 3,994 +901 +29.1% 0.59% $3.1M 2025-08-13 $656.98
2025 Q1 ADDED 3,093 +565 +22.3% 0.53% $2.3M 2025-05-12 $750.02
2024 Q4 ADDED 2,528 +113 +4.7% 0.44% $2.0M 2025-02-05 $834.55
2024 Q3 ADDED 2,415 +229 +10.5% 0.53% $2.2M 2024-10-30 $837.77
2024 Q2 REDUCED 2,186 -10 -0.5% 0.63% $2.1M 2024-07-16 $930.23
2023 Q4 INITIATED 2,196 β€” β€” 0.52% $1.3M 2024-02-13 $731.47

FAQ About Maia Wealth LLC and LLY

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

How long has Maia Wealth LLC reported owning LLY?

Maia Wealth LLC reported LLY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for LLY was 1.00% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Maia Wealth LLC reported 5,644 shares, equal to 1.00% of portfolio, with an estimated market value of $5.9M.

What does the chart on this LLY ownership page compare?

The chart compares Maia Wealth LLC'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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