LLY — LILLY ELI & CO

Ownership history in Powers Advisory Group, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, 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.

Peak position
1.21% (2023 Q3)
Avg. % of fund
0.94%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,294 +7 +0.3% 0.93% $2.5M $1072.89
2025 Q3 REDUCED 2,287 -2 -0.1% 0.69% $1.7M $760.61
2025 Q2 ADDED 2,289 +3 +0.1% 0.78% $1.8M $775.39
2025 Q1 REDUCED 2,286 -62 -2.6% 0.90% $1.9M $819.84
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Powers Advisory Group, LLC Holdings