LLY β€” LILLY ELI & CO

Ownership history in PERSONAL CFO SOLUTIONS, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.79% (2025 Q4)
πŸ“Š Avg. % of fund
0.29%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
22

Position Intelligence

PERSONAL CFO SOLUTIONS, LLC Γ— LLY AI Analytics

πŸ“ˆ PERSONAL CFO SOLUTIONS, LLC outperformed the S&P 500 by +28.9% annually on this LLY position. Timing score: 62% (13/21 decisions correct). Average cost basis: $489.35. Maximum drawdown during holding period: –15.0%.

πŸ“ˆ Position Alpha vs SPY
+28.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 28.9% per year on this position.
11 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
13 of 21 add/trim decisions correct

πŸ’° Entry Quality
$489.35
+119.2% vs current ($1072.89)

Best entry: $154.00 (2020 Q2)  Β·  Worst: $1072.89 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–15.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
68%
buy-side decisions

15 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.79% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LLY

As of 2025 Q4 β€” 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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