LLY ELI LILLY & CO

Ownership history in Notis-McConarty Edward  ·  28 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported ELI LILLY & CO (LLY) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q4. The latest visible filing shows LLY at 1.73% 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 Notis-McConarty Edward'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 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% 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 Notis-McConarty Edward held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,464 +1,041 +43.0% 1.73% $3.7M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 2,423 +711 +41.5% 0.86% $1.8M 2025-11-10 $963.61
2025 Q2 ADDED 1,712 +1,424 +494.4% 0.65% $1.3M 2025-07-23 $794.64
2025 Q1 REDUCED 288 -61 -17.5% 0.12% $238K 2025-05-06 $769.42
2024 Q1 REDUCED 349 -75 -17.7% 0.11% $272K 2024-04-29 $727.06
2023 Q4 REDUCED 424 -41 -8.8% 0.10% $247K 2024-02-14 $746.89
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Notis-McConarty Edward reported owning LLY?

Notis-McConarty Edward reported LLY across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for LLY was 1.73% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 3,464 shares, equal to 1.73% of portfolio, with an estimated market value of $3.7M.

What does the chart on this LLY ownership page compare?

The chart compares Notis-McConarty Edward'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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