LLY — ELI LILLY AND CO

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported ELI LILLY AND CO (LLY) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows LLY at 0.98% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in ELI LILLY AND 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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% 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
2023 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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,045 -52,097 -88.1% 0.98% $7.6M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 59,142 +54,214 +1100.1% 0.64% $5.0M 2025-11-14 $1023.57
2025 Q2 ADDED 4,928 +1,459 +42.1% 0.52% $3.8M 2025-08-15 $699.03
2025 Q1 ADDED 3,469 +104 +3.1% 0.40% $2.9M 2025-05-16 $753.36
2024 Q4 ADDED 3,365 +1,655 +96.8% 0.35% $2.6M 2025-02-14 $838.06
2024 Q3 ADDED 1,710 +243 +16.6% 0.20% $1.5M 2024-11-15 $739.44
2024 Q2 REDUCED 1,467 -8 -0.5% 0.19% $1.3M 2024-08-14 $920.43
2024 Q1 ADDED 1,475 +892 +153.0% 0.17% $1.1M 2024-05-15 $777.52
2023 Q4 REDUCED 583 -753 -56.4% 0.12% $811K 2024-02-14 $746.89
2023 Q3 ADDED 1,336 +175 +15.1% 0.12% $718K 2023-11-16 $579.63
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and LLY

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning LLY?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported LLY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LLY position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for LLY was 0.98% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 7,045 shares, equal to 0.98% of portfolio, with an estimated market value of $7.6M.

What does the chart on this LLY ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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