Ownership history in Nicholas Wealth, LLC. · 9 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in ELI LILLY 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 Q3 | REDUCED | 324 | -82 | -20.2% | 0.10% | $247K | $760.61 |
| 2025 Q2 | REDUCED | 406 | -30 | -6.9% | 0.15% | $317K | $775.39 |
| 2025 Q1 | REDUCED | 436 | -1,144 | -72.4% | 0.21% | $360K | $819.84 |
| 2024 Q4 | ADDED | 1,580 | +999 | +171.9% | 0.68% | $1.3M | $765.01 |
| 2024 Q3 | ADDED | 581 | +2 | +0.3% | 0.32% | $515K | $876.46 |
| 2024 Q2 | REDUCED | 579 | -28 | -4.6% | 0.37% | $524K | $894.45 |
| 2024 Q1 | REDUCED | 607 | -141 | -18.9% | 0.36% | $472K | $767.26 |
| 2023 Q4 | ADDED | 748 | +33 | +4.6% | 0.40% | $471K | $573.89 |
| 2023 Q3 | INITIATED | 715 | — | — | 0.35% | $384K | — |
As of 2025 Q4 — sorted by position size