Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 71 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in Lilly Eli Common (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,002 | +579 | +4.0% | 1.77% | $16.1M | $1072.89 |
| 2025 Q3 | ADDED | 14,423 | +237 | +1.7% | 1.25% | $11.0M | $760.61 |
| 2025 Q2 | ADDED | 14,186 | +23 | +0.2% | 1.29% | $11.1M | $775.39 |
| 2025 Q1 | ADDED | 14,163 | +240 | +1.7% | 1.45% | $11.7M | $819.84 |
| 2024 Q4 | ADDED | 13,923 | +858 | +6.6% | 1.31% | $10.7M | $765.01 |
| 2024 Q3 | ADDED | 13,065 | +4,271 | +48.6% | 1.42% | $11.6M | $876.46 |
| 2024 Q2 | ADDED | 8,794 | +6,541 | +290.3% | 0.95% | $8.0M | $894.45 |
| 2024 Q1 | REDUCED | 2,253 | -34 | -1.5% | 0.20% | $1.8M | $767.26 |
| 2023 Q4 | ADDED | 2,287 | +5 | +0.2% | 0.19% | $1.3M | $573.89 |
| 2023 Q3 | ADDED | 2,282 | +1 | +0.0% | 0.19% | $1.2M | $527.84 |
As of 2025 Q4 — sorted by position size