Ownership history in PERSONAL CFO SOLUTIONS, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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 | 4,635 | +282 | +6.5% | 0.79% | $5.0M | $1072.89 |
| 2025 Q3 | REDUCED | 4,353 | -113 | -2.5% | 0.58% | $3.3M | $760.61 |
| 2025 Q2 | ADDED | 4,466 | +289 | +6.9% | 0.64% | $3.5M | $775.39 |
| 2025 Q1 | ADDED | 4,177 | +875 | +26.5% | 0.70% | $3.4M | $819.84 |
| 2024 Q4 | ADDED | 3,302 | +562 | +20.5% | 0.50% | $2.5M | $765.01 |
| 2024 Q3 | REDUCED | 2,740 | -15 | -0.5% | 0.34% | $2.4M | $876.46 |
| 2024 Q2 | ADDED | 2,755 | +317 | +13.0% | 0.38% | $2.5M | $894.45 |
| 2024 Q1 | ADDED | 2,438 | +58 | +2.4% | 0.30% | $1.9M | $767.26 |
| 2023 Q4 | REDUCED | 2,380 | -196 | -7.6% | 0.24% | $1.4M | $573.89 |
| 2023 Q3 | ADDED | 2,576 | +532 | +26.0% | 0.27% | $1.4M | $527.84 |
As of 2025 Q4 — sorted by position size