Randall & Associates Wealth Management LLY ELI LILLY & CO

Ownership history in Randall & Associates Wealth Management  ·  3 quarters on record

AI Ownership Summary

Randall & Associates Wealth Management reported ELI LILLY & CO (LLY) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows LLY at 0.41% 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 Randall & Associates Wealth Management'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
2026 Q1

LLY was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Randall & Associates Wealth Management 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 666 +224 +50.7% 0.41% $613K 2026-04-21 $901.47
2025 Q4 ADDED 442 +133 +43.0% 0.33% $475K 2026-01-14 $1069.66
2025 Q3 INITIATED 309 0.17% $236K 2025-10-16 $815.41

FAQ About Randall & Associates Wealth Management and LLY

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

How long has Randall & Associates Wealth Management reported owning LLY?

Randall & Associates Wealth Management reported LLY across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported LLY position in Randall & Associates Wealth Management's portfolio?

The largest reported portfolio weight for LLY was 0.41% in 2026 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when Randall & Associates Wealth Management reported 666 shares, equal to 0.41% of portfolio, with an estimated market value of $613K.

What does the chart on this LLY ownership page compare?

The chart compares Randall & Associates Wealth Management'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.

← Back to Randall & Associates Wealth Management Holdings