LLY — LILLY ELI & CO COM

Ownership history in SHELL ASSET MANAGEMENT CO  ·  92 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in LILLY ELI & CO COM (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.

Peak position
2.07% (2005 Q3)
Avg. % of fund
0.56%
First filed
2002 Q4
Last filed
2025 Q3
Quarters held
92
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,193 -32,044 -72.4% 0.93% $9.3M $760.61
2025 Q2 ADDED 44,237 +9,433 +27.1% 1.19% $34.5M $775.39
2025 Q1 REDUCED 34,804 -1,343 -3.7% 1.36% $28.7M $819.84
2024 Q4 REDUCED 36,147 -1,976 -5.2% 1.22% $27.9M $765.01
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% of Fund (quarterly)    LLY price (monthly, adj. close)

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%
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