Prudent Man Advisors, LLC LLY — ELI LILLY & CO

Ownership history in Prudent Man Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Prudent Man Advisors, LLC reported ELI LILLY & CO (LLY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.7% in 2025 Q4. The latest visible filing shows LLY at 0.70% 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 Prudent Man Advisors, LLC'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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% 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 Q3 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.

LLY stock page Prudent Man Advisors, LLC fund profile Prudent Man Advisors, LLC full holdings
How Prudent Man Advisors, LLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,783 +906 +103.3% 0.70% $1.9M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 11.0% +41.6% ❌ 877 -108 -11.0% 0.25% $669K 2025-11-13 $1019.67
2025 Q2 ADDED — — — 985 +217 +28.3% 0.24% $768K 2025-07-31 $736.14
2025 Q1 ADDED — — — 768 +91 +13.4% 0.23% $634K 2025-05-01 $788.26
2024 Q4 ADDED — — — 677 +365 +117.0% 0.19% $523K 2025-02-05 $834.55
2024 Q3 INITIATED — — — 312 — — 0.09% $276K 2024-11-07 $788.92

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Bedel Financial Consulting, Inc. 3Y 7Y 33.92% Goelzer Investment Management, Inc. 3Y 7Y 24.04% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% SAPIENT CAPITAL LLC 20.02% Partnership Wealth Management, LLC 14.84% Canandaigua National Trust Co of Florida 12.59% Alessandra Capital Management, LLC 12.44% Trust Investment Advisors 3Y 7Y 10.39% Amanah Holdings Trust 10.13%

FAQ About Prudent Man Advisors, LLC and LLY

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

How long has Prudent Man Advisors, LLC reported owning LLY?

Prudent Man Advisors, LLC reported LLY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LLY position in Prudent Man Advisors, LLC's portfolio?

The largest reported portfolio weight for LLY was 0.70% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Prudent Man Advisors, LLC reported 1,783 shares, equal to 0.70% of portfolio, with an estimated market value of $1.9M.

What does the chart on this LLY ownership page compare?

The chart compares Prudent Man Advisors, LLC'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.

How well did Prudent Man Advisors, LLC time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Prudent Man Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on LLY relative to SPY over the holding period was +10.4%.

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