MONUMENTAL FINANCIAL GROUP INC. LLY — ELI LILLY AND COMPANY COM

Ownership history in MONUMENTAL FINANCIAL GROUP INC.  ·  12 quarters on record

AI Ownership Summary

MONUMENTAL FINANCIAL GROUP INC. reported ELI LILLY AND COMPANY COM (LLY) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.12% in 2024 Q1. The latest visible filing shows LLY at 0.67% 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 MONUMENTAL FINANCIAL GROUP INC.'s position in ELI LILLY AND COMPANY 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
2024 Q3

LLY was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 Q1

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 2024 Q3

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 MONUMENTAL FINANCIAL GROUP INC. fund profile MONUMENTAL FINANCIAL GROUP INC. full holdings
How MONUMENTAL FINANCIAL GROUP INC. held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 12.8% -12.5% ✅ 2,036 -298 -12.8% 0.67% $1.8M 2024-11-14 (Est.) $777.82
2024 Q2 REDUCED 13.6% -2.0% ✅ 2,334 -367 -13.6% 0.92% $2.1M 2024-08-05 $765.90
2024 Q1 REDUCED — — — 2,701 -102 -3.6% 1.12% $2.1M 2024-04-16 $736.47
2023 Q4 REDUCED — — — 2,803 -108 -3.7% 0.97% $1.6M 2024-02-05 $695.27
8 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

LILLY ENDOWMENT INC 3Y 7Y 100.0% Goelzer Investment Management, Inc. 3Y 7Y 24.04% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% SAPIENT CAPITAL LLC 20.02% Partnership Wealth Management, LLC 14.84% Canandaigua National Trust Co of Florida 12.59% Trust Investment Advisors 3Y 7Y 10.39% Amanah Holdings Trust 10.13% OLD NATIONAL BANCORP /IN/ 3Y 7Y 9.45% Chronos Wealth Management, LLC 3Y 9.31%

FAQ About MONUMENTAL FINANCIAL GROUP 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 MONUMENTAL FINANCIAL GROUP INC. reported owning LLY?

MONUMENTAL FINANCIAL GROUP INC. reported LLY across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported LLY position in MONUMENTAL FINANCIAL GROUP INC.'s portfolio?

The largest reported portfolio weight for LLY was 1.12% in 2024 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2024 Q3, when MONUMENTAL FINANCIAL GROUP INC. reported 2,036 shares, equal to 0.67% of portfolio, with an estimated market value of $1.8M.

What does the chart on this LLY ownership page compare?

The chart compares MONUMENTAL FINANCIAL GROUP 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.

How well did MONUMENTAL FINANCIAL GROUP INC. time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, MONUMENTAL FINANCIAL GROUP INC. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on LLY relative to SPY over the holding period was +41.8%.

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