LLY β€” ELI LILLY & CO

Ownership history in PINNEY & SCOFIELD, INC.  Β·  5 quarters on record

AI Ownership Summary

PINNEY & SCOFIELD, INC. reported ELI LILLY & CO (LLY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.5% in 2025 Q4. The latest visible filing shows LLY at 4.50% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNEY & SCOFIELD, INC.'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 4.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.5% 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
2024 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 PINNEY & SCOFIELD, INC. held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,379 -8 -0.1% 4.50% $7.9M 2026-02-14 (Est.) $1040.00
2025 Q3 UNCHANGED 7,387 β€” 0% 3.50% $5.6M 2025-11-13 $1019.67
2025 Q2 ADDED 7,387 +11 +0.1% 3.90% $5.8M 2025-08-08 $622.32
2025 Q1 UNCHANGED 7,376 β€” 0% 4.41% $6.1M 2025-05-09 $729.17
2024 Q4 INITIATED 7,376 β€” β€” 4.31% $5.7M 2025-02-19 $860.68

FAQ About PINNEY & SCOFIELD, INC. and LLY

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

How long has PINNEY & SCOFIELD, INC. reported owning LLY?

PINNEY & SCOFIELD, INC. reported LLY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LLY position in PINNEY & SCOFIELD, INC.'s portfolio?

The largest reported portfolio weight for LLY was 4.50% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 7,379 shares, equal to 4.50% of portfolio, with an estimated market value of $7.9M.

What does the chart on this LLY ownership page compare?

The chart compares PINNEY & SCOFIELD, INC.'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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