Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 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 β sourced directly from SEC EDGAR 13F filings.
π SHEETS SMITH WEALTH MANAGEMENT outperformed the S&P 500 by +6.0% annually on this LLY position. Timing score: 50% (22/44 decisions correct). Average cost basis: $408.24. Maximum drawdown during holding period: β30.9%.
π₯ Exceptional β beat the S&P 500 by 6.0% per year on this position.
69 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 44 add/trim decisions correct
Best entry: $24.05 (2010 Q1) Β· Worst: $1072.89 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
28 adds Β· 18 trims. Bought during 8 of 22 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.77% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size