LLY LILLY ELI & CO

Ownership history in Ted Buchan & Co  ·  7 quarters on record

This page tracks every 13F SEC filing in which Ted Buchan & Co 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
1.56% (2025 Q4)
Avg. % of fund
1.02%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,952 +30 +0.8% 1.56% $4.2M $1072.89
2025 Q3 ADDED 3,922 +195 +5.2% 1.17% $3.0M $760.61
2025 Q2 ADDED 3,727 +1,227 +49.1% 1.16% $2.9M $775.39
2025 Q1 ADDED 2,500 +51 +2.1% 0.98% $2.1M $819.84
2024 Q4 ADDED 2,449 +313 +14.7% 0.89% $1.9M $765.01
2024 Q3 ADDED 2,136 +347 +19.4% 0.90% $1.9M $876.46
2024 Q2 INITIATED 1,789 0.51% $614K
% of Fund (quarterly)    LLY price (monthly, adj. close)
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