LLY — Eli Lilly COM

Ownership history in PATTEN & PATTEN INC/TN  ·  94 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in Eli Lilly COM (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
1.39% (2001 Q3)
Avg. % of fund
0.32%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
94
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,364 -912 -5.6% 0.97% $16.5M $1072.89
2025 Q3 REDUCED 16,276 -456 -2.7% 0.73% $12.4M $760.61
2025 Q2 REDUCED 16,732 -187 -1.1% 0.84% $13.0M $775.39
2025 Q1 ADDED 16,919 +644 +4.0% 0.94% $14.0M $819.84
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% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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