Ownership history in NewEdge Wealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 63,775 | +6,387 | +11.1% | 0.77% | $68.5M | $1072.89 |
| 2025 Q3 | REDUCED | 57,388 | -9,982 | -14.8% | 0.76% | $53.1M | $760.61 |
| 2025 Q2 | REDUCED | 67,370 | -1,335 | -1.9% | 0.68% | $43.2M | $775.39 |
| 2025 Q1 | REDUCED | 68,705 | -11,694 | -14.5% | 1.03% | $56.7M | $819.84 |
| 2024 Q4 | ADDED | 80,399 | +6,103 | +8.2% | 1.08% | $62.1M | $765.01 |
| 2024 Q3 | ADDED | 74,296 | +10,319 | +16.1% | 1.19% | $65.8M | $876.46 |
| 2024 Q2 | REDUCED | 63,977 | -2,705 | -4.1% | 1.25% | $57.9M | $894.45 |
| 2024 Q1 | REDUCED | 66,682 | -10,075 | -13.1% | 1.13% | $50.4M | $767.26 |
| 2023 Q4 | ADDED | 76,757 | +9,070 | +13.4% | 1.14% | $44.7M | $573.89 |
| 2023 Q3 | ADDED | 67,687 | +6,123 | +9.9% | 1.15% | $36.4M | $527.84 |
As of 2025 Q4 — sorted by position size