LLY — LILLY ELI & COMPANY

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported LILLY ELI & COMPANY (LLY) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.36% in 2024 Q2. The latest visible filing shows LLY at 0.94% 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 MITCHELL MCLEOD PUGH & WILLIAMS INC's position in LILLY ELI & COMPANY, 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 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2024 Q2

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.

LLY stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,224 +990 +18.9% 0.94% $6.6M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 5,234 -80 -1.5% 0.69% $4.3M 2025-10-30 $841.86
2025 Q2 ADDED 5,314 +140 +2.7% 0.77% $4.1M 2025-07-28 $803.81
2025 Q1 REDUCED 5,174 -34 -0.7% 0.88% $4.3M 2025-05-01 $788.26
2024 Q4 REDUCED 5,208 -1,191 -18.6% 0.84% $4.0M 2025-01-16 $750.74
2024 Q3 REDUCED 6,399 -190 -2.9% 1.18% $5.7M 2024-11-04 $797.52
2024 Q2 REDUCED 6,589 -169 -2.5% 1.36% $6.0M 2024-07-31 $794.56
2024 Q1 REDUCED 6,758 -524 -7.2% 1.26% $5.3M 2024-05-01 $766.06
2023 Q4 ADDED 7,282 +60 +0.8% 1.12% $4.2M 2024-02-05 $695.27
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.84% NEVILLE RODIE & SHAW INC 3Y 7Y 1.39% Adelphi Trust Co 0.58% Vigilare Wealth Management 3Y 0.42% Signature Wealth Management Group 3Y 7Y 0.25% Financial Insights, Inc. 3Y 7Y 0.25% DWR WEALTH MANAGEMENT, LLC 0.21% Bangor Savings Bank 3Y 7Y 0.19% BancFirst Trust & Investment Management 3Y 0.12% First Financial Bank - Trust Division 3Y 7Y 0.09%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and LLY

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

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning LLY?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for LLY was 1.36% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 6,224 shares, equal to 0.94% of portfolio, with an estimated market value of $6.6M.

What does the chart on this LLY ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC'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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