LLY LILLY ELI & CO

Ownership history in Mutual Advisors, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Mutual Advisors, LLC reported a position in LILLY ELI & CO (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
1.61% (2025 Q1)
Avg. % of fund
0.48%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,809 +55 +0.1% 1.52% $70.7M $1072.89
2025 Q3 ADDED 65,754 +1,963 +3.1% 1.19% $54.0M $760.61
2025 Q2 ADDED 63,791 +328 +0.5% 1.29% $51.8M $775.39
2025 Q1 ADDED 63,463 +19 +0.0% 1.61% $56.1M $819.84
2024 Q4 ADDED 63,444 +1,881 +3.1% 1.39% $48.1M $765.01
2024 Q3 ADDED 61,563 +53 +0.1% 1.60% $54.9M $876.46
2024 Q2 REDUCED 61,510 -1,088 -1.7% 1.50% $49.7M $894.45
2024 Q1 ADDED 62,598 +50,197 +404.8% 1.56% $48.7M $767.26
2023 Q4 ADDED 12,401 +2,098 +20.4% 0.25% $7.2M $573.89
2023 Q3 REDUCED 10,303 -2,418 -19.0% 0.22% $5.5M $527.84
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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