LLY LILLY ELI CO

Ownership history in Spire Wealth Management  ·  19 quarters on record

This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in LILLY ELI CO (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
1.0% (2025 Q4)
Avg. % of fund
0.59%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,719 +592 +2.2% 1.00% $29.8M $1072.89
2025 Q3 REDUCED 27,127 -138 -0.5% 0.70% $20.7M $760.61
2025 Q2 REDUCED 27,265 -6,530 -19.3% 0.76% $21.1M $775.39
2025 Q1 ADDED 33,795 +848 +2.6% 0.89% $27.9M $819.84
2024 Q4 ADDED 32,947 +449 +1.4% 0.79% $25.4M $765.01
2024 Q3 ADDED 32,498 +1,266 +4.1% 0.97% $28.8M $876.46
2024 Q2 REDUCED 31,232 -225 -0.7% 1.00% $28.3M $894.45
2024 Q1 ADDED 31,457 +378 +1.2% 0.74% $40.8M $767.26
2023 Q4 ADDED 31,079 +2,200 +7.6% 0.65% $19.5M $573.89
2023 Q3 REDUCED 28,879 -5,579 -16.2% 0.59% $15.5M $527.84
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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