LLY β€” LILLY ELI & CO

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

AI Ownership Summary

Ted Buchan & Co reported LILLY ELI & CO (LLY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.56% in 2025 Q4. The latest visible filing shows LLY at 1.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co's position in LILLY ELI & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ted Buchan & Co held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,952 +30 +0.8% 1.56% $4.2M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 3,922 +195 +5.2% 1.17% $3.0M 2025-11-12 $1014.59
2025 Q2 ADDED 3,727 +1,227 +49.1% 1.16% $2.9M 2025-08-13 $656.98
2025 Q1 ADDED 2,500 +51 +2.1% 0.98% $2.1M 2025-05-13 $740.58
2024 Q4 ADDED 2,449 +313 +14.7% 0.89% $1.9M 2025-02-13 $863.96
2024 Q3 ADDED 2,136 +347 +19.4% 0.90% $1.9M 2024-11-01 $810.17
2024 Q2 INITIATED 1,789 β€” β€” 0.51% $614K 2024-09-06 $893.05

FAQ About Ted Buchan & Co and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ted Buchan & Co reported owning LLY?

Ted Buchan & Co reported LLY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LLY position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for LLY was 1.56% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 3,952 shares, equal to 1.56% of portfolio, with an estimated market value of $4.2M.

What does the chart on this LLY ownership page compare?

The chart compares Ted Buchan & Co's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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