Ownership history in Peterson Wealth Services · 8 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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 Q4 | REDUCED | 4,604 | -2,630 | -36.4% | 1.27% | $4.9M | $1072.89 |
| 2025 Q3 | ADDED | 7,234 | +2,634 | +57.3% | 0.87% | $3.5M | $760.61 |
| 2025 Q2 | ADDED | 4,600 | +84 | +1.9% | 0.98% | $3.6M | $775.39 |
| 2025 Q1 | ADDED | 4,516 | +138 | +3.2% | 1.16% | $3.7M | $819.84 |
| 2024 Q4 | REDUCED | 4,378 | -239 | -5.2% | 1.01% | $3.4M | $765.01 |
| 2024 Q3 | ADDED | 4,617 | +100 | +2.2% | 1.31% | $4.1M | $876.46 |
| 2024 Q2 | ADDED | 4,517 | +30 | +0.7% | 1.43% | $4.1M | $894.45 |
| 2024 Q1 | INITIATED | 4,487 | — | — | 1.27% | $3.5M | — |
As of 2025 Q4 — sorted by position size