LLY Eli Lilly & Co.

Ownership history in NAVELLIER & ASSOCIATES INC  ·  38 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Eli Lilly & Co. (LLY) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.13% in 2025 Q4. The latest visible filing shows LLY at 3.13% 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 NAVELLIER & ASSOCIATES INC'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 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.13% 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 NAVELLIER & ASSOCIATES 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 REDUCED 25,987 -33 -0.1% 3.13% $27.9M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 26,020 +1,879 +7.8% 2.01% $19.9M 2025-11-06 $934.51
2025 Q2 REDUCED 24,141 -415 -1.7% 2.33% $18.8M 2025-08-07 $637.45
2025 Q1 REDUCED 24,556 -1,442 -5.5% 2.79% $20.2M 2025-05-06 $769.42
2024 Q4 ADDED 25,998 +1,027 +4.1% 2.41% $20.1M 2025-02-03 $803.09
2024 Q3 REDUCED 24,971 -1,728 -6.5% 3.00% $22.1M 2024-11-12 $810.10
2024 Q2 ADDED 26,699 +1,094 +4.3% 2.84% $24.2M 2024-08-08 $835.10
2024 Q1 ADDED 25,605 +1,499 +6.2% 2.45% $19.9M 2024-05-14 $753.47
2023 Q4 ADDED 24,106 +2,254 +10.3% 2.11% $14.1M 2024-02-08 $724.29
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES 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 NAVELLIER & ASSOCIATES INC reported owning LLY?

NAVELLIER & ASSOCIATES INC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for LLY was 3.13% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when NAVELLIER & ASSOCIATES INC reported 25,987 shares, equal to 3.13% of portfolio, with an estimated market value of $27.9M.

What does the chart on this LLY ownership page compare?

The chart compares NAVELLIER & ASSOCIATES 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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