LLY LILLY ELI & CO

Ownership history in Talbot Financial, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Talbot Financial, 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
3.16% (2025 Q4)
Avg. % of fund
1.83%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,690 -644 -1.8% 3.16% $38.4M $1072.89
2025 Q3 ADDED 36,334 +9,247 +34.1% 2.35% $27.7M $760.61
2025 Q2 ADDED 27,087 +6,071 +28.9% 2.00% $21.1M $775.39
2025 Q1 REDUCED 21,016 -260 -1.2% 2.17% $17.4M $819.84
2024 Q4 ADDED 21,276 +4,199 +24.6% 1.95% $16.4M $765.01
2024 Q3 ADDED 17,077 +789 +4.8% 1.84% $15.1M $876.46
2024 Q2 ADDED 16,288 +362 +2.3% 1.90% $14.7M $894.45
2024 Q1 ADDED 15,926 +262 +1.7% 1.66% $12.4M $767.26
2023 Q4 ADDED 15,664 +526 +3.5% 1.37% $9.1M $573.89
2023 Q3 ADDED 15,138 +370 +2.5% 1.42% $8.1M $527.84
2 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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