LLY LILLY ELI & CO

Ownership history in STRATEGY ASSET MANAGERS LLC  ·  42 quarters on record

This page tracks every 13F SEC filing in which STRATEGY ASSET MANAGERS LLC 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
3.54% (2025 Q4)
Avg. % of fund
0.75%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,012 +1,485 +8.0% 3.54% $21.5M $1072.89
2025 Q3 ADDED 18,527 +3,211 +21.0% 2.54% $14.1M $760.61
2025 Q2 ADDED 15,316 +521 +3.5% 2.23% $11.9M $775.39
2025 Q1 REDUCED 14,795 -1,023 -6.5% 2.52% $12.2M $819.84
2024 Q4 REDUCED 15,818 -111 -0.7% 2.37% $12.2M $765.01
2024 Q3 ADDED 15,929 +9,091 +132.9% 2.71% $14.1M $876.46
2024 Q2 REDUCED 6,838 -8,558 -55.6% 0.71% $3.2M $894.45
2024 Q1 ADDED 15,396 +267 +1.8% 2.56% $12.0M $767.26
2023 Q4 ADDED 15,129 +8,883 +142.2% 2.09% $8.8M $573.89
2023 Q3 REDUCED 6,246 -592 -8.7% 0.88% $3.4M $527.84
32 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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